Intel, AMD may have been hit by same ‘crises’ flagged by Apple CEO Tim Cook
Major chipmakers Intel and AMD are facing severe server CPU shortages, with Intel warning of six-month delivery delays in China. This crunch, driven by soaring AI infrastructure demand, is impacting traditional CPUs. Intel has already raised prices by over 10% and is rationing supplies. AMD's constraints stem from TSMC prioritizing AI chips, extending their lead times to 8-10 weeks.
Major chipmakers Intel and AMD are facing severe server CPU shortages, with Intel warning of six-month delivery delays in China. This crunch, driven by soaring AI infrastructure demand, is impacting traditional CPUs. Intel has already raised prices by over 10% and is rationing supplies. AMD's constraints stem from TSMC prioritizing AI chips, extending their lead times to 8-10 weeks.
