Intel, AMD server CPUs reportedly suffering from supply shortages in China, leading to increased prices — sources say orders could be delayed by as much as 6 months

Both Intel and AMD are facing supply shortages for their server CPUs in China, leading to delays of up to six months for orders. AMD has warned customers of delivery lead times of 8-10 weeks, while Intel is experiencing longer delays. This scarcity has caused prices for server CPUs to rise, with reports of a 10% increase for Intel's Xeon chips. The demand for memory chips, driven by the AI race and infrastructure expansion, is straining chip fabs, impacting various industries reliant on memory chips. Intel and AMD are working to address the supply challenges, but customers may need to wait for their orders to be fulfilled.