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Intel, AMD Warn China Clients of Lengthy CPU Delays

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Intel and AMD have notified customers in China of significant supply shortages for server central processing units, with delivery lead times stretching weeks—and in some cases months—according to people familiar with the matter. Intel has warned some clients that deliveries could take up to six months, while AMD has flagged delays of eight to ten weeks for certain products.

The constraints have pushed prices for Intel’s server CPUs in China up by more than 10% in general, sources said, as booming investment in artificial intelligence infrastructure strains not only AI accelerators but the broader supply chain. Shortages appear especially acute for Intel’s fourth- and fifth-generation Xeon processors, where deliveries are being rationed amid a backlog of unfulfilled orders.

Intel said rapid AI adoption has driven strong demand for “traditional compute,” adding that inventories are at their lowest in the first quarter but should improve from the second quarter through 2026. AMD said it has boosted supply capacity and remains confident in meeting global demand through supplier agreements, including its manufacturing partnership with TSMC.

China accounts for more than 20% of Intel’s revenue, with major customers including cloud and server providers such as Alibaba and Tencent. The shortages reflect manufacturing constraints, capacity prioritization for AI chips, and tight memory supply—pressures that are compounding challenges for AI developers and enterprise customers alike.

Texas governor bars state employees from using Shein, Alibaba products

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Texas Governor Greg Abbott has ordered a ban on state employees using products from several Chinese-owned companies, including Shein, Alibaba and TP-Link, citing concerns over data security and the privacy of Texans. The restriction applies to state-owned devices and networks and covers physical hardware, software and artificial intelligence tools.

The list of prohibited companies also includes online shopping platform Temu, battery maker CATL, Chinese drone manufacturer Autel and artificial intelligence firm iFlyTek. Abbott said the move was aimed at preventing potential access by the Chinese government to sensitive data handled by Texas state agencies.

The decision follows a broader trend among U.S. state and federal officials to limit the use of technology linked to China on security grounds. While Texas has taken a firm stance, the move comes as Washington and Beijing reached a temporary easing of tensions last October after years of trade and technology disputes.

Abbott’s order reflects ongoing concerns about foreign technology in government systems and adds Texas to a growing list of U.S. jurisdictions imposing restrictions on Chinese-linked products in the name of cybersecurity and national security.

Trump Administration Pushes Out Official Who Banned Chinese Vehicles

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The Trump administration has pushed out a senior U.S. Commerce Department official whose office played a key role in effectively barring Chinese passenger vehicles from the American market on national security grounds, according to people familiar with the matter.

Elizabeth “Liz” Cannon has resigned as executive director of the Office of Information and Communications Technology and Services (ICTS), which was created in 2022 to investigate supply-chain threats posed by foreign adversaries. Sources said Cannon would have been reassigned if she had not stepped down, and that the administration plans to replace her with a political appointee. Her departure is expected to take effect on February 20.

Cannon’s exit comes amid a broader slowdown in proposed restrictions on Chinese technology imports. The Commerce Department recently withdrew plans to restrict Chinese drones and has put on hold rules targeting medium- and heavy-duty trucks from China. However, regulations finalized last year that effectively block Chinese passenger cars over data-security concerns remain in force.

President Donald Trump has sent mixed signals on the issue, saying he would welcome Chinese automakers that build factories and hire workers in the United States. The Commerce Department said recent staffing changes would strengthen its ability to address national security risks from foreign technology.

Analysts warn Cannon’s departure could weaken U.S. expertise in assessing long-term technology threats, even as Washington and Beijing maintain a fragile trade truce.