中国的AI需求导致英特尔和AMD服务器的CPU延迟和价格上涨。 Chinese AI demand causes major server CPU delays and price hikes for Intel and AMD.

英特尔和AMD警告中国客户服务器CPU的交货时间较长,英特尔提到其Xeon处理器长达六个月的延迟,AMD报告8至10周的周转时间。 Intel and AMD have warned Chinese customers of extended delivery times for server CPUs, with Intel citing up to six-month delays for its Xeon processors and AMD reporting eight to 10-week lead times. 由对AI基础设施需求激增所驱动的短缺, 将中国服务器CPU价格提升10%以上。 The shortages, driven by surging demand for AI infrastructure, have pushed server CPU prices in China up by over 10%. 两家公司都面临供应限制,英特尔公司在制造产量问题上挣扎,AMD公司依赖TSMC公司,后者将AI芯片生产列为优先事项。 Both companies face supply constraints, with Intel struggling with manufacturing yield issues and AMD relying on TSMC, which prioritizes AI chip production. 传统计算的需求,由复杂的代理人工智能系统推动,也在造成压力. Demand for traditional compute, fueled by complex agentic AI systems, is also contributing to the strain. 中国主要客户,如阿里巴巴和坦森都受到影响。 Major Chinese clients like Alibaba and Tencent are affected. 英特尔公司预计2026年供应将有所改善,而AMD公司则表示,它可以通过伙伴关系满足全球需求。 Intel expects supply to improve in 2026, while AMD says it can meet global demand through partnerships.