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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.

AMD falls as dour forecast shows cracks in AI trade

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Shares of Advanced Micro Devices slid after the chipmaker issued a cautious quarterly sales outlook, reviving investor concerns about its ability to challenge AI leader Nvidia. AMD forecast first-quarter revenue of about $9.8 billion, slightly above expectations but down from the prior quarter, signaling uneven momentum in its AI-driven growth.

The reaction came amid broader market anxiety over artificial intelligence spending, as investors question whether massive outlays are translating into near-term productivity gains. While AMD benefited from a late boost in China-bound AI chip sales, analysts noted that without those deliveries its data center results would have fallen short.

AMD executives said demand for next-generation AI servers should accelerate in the second half of the year, including shipments to OpenAI. Still, the muted outlook contrasted sharply with upbeat signals from AI server makers, highlighting growing scrutiny over which companies can turn AI demand into sustained earnings growth.

Western Digital expands buyback by $4 billion as AI drives chip demand

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Data storage maker Western Digital said its board has approved an additional $4 billion for share repurchases, citing strong demand for memory chips used in artificial intelligence servers. The announcement pushed shares up about 5% in premarket trading, extending a rally that has already lifted the stock sharply over the past year.

The company said the new authorization adds to an existing buyback program, under which roughly $484 million remained available as of earlier this week. Western Digital shares have surged on expectations that AI-driven data center investment will continue to boost demand for storage products, including hard drives and flash memory.

A global shortage of memory chips has intensified competition for supply, particularly from AI developers and consumer electronics makers. Limited manufacturing capacity and longer lead times have driven prices higher, benefiting suppliers positioned to serve the fast-growing AI server market.

Western Digital recently forecast fiscal third-quarter revenue and profit above Wall Street expectations, pointing to strong sales of storage solutions for AI workloads. Management said the buyback expansion reflects confidence in cash generation and long-term demand trends tied to artificial intelligence infrastructure.