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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.

Taiwan’s GlobalWafers Prepares Phase Two Expansion at Texas Plant

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Taiwanese silicon wafer maker GlobalWafers is preparing for a second-phase expansion of its Texas manufacturing plant, pending customer commitments, chairperson Doris Hsu said on Wednesday.

The company opened a $3.5 billion facility in Texas last year and later announced plans to invest an additional $4 billion in the United States to meet rising demand. The site is GlobalWafers’ most advanced fully integrated 300mm silicon wafer plant and is currently the only advanced wafer manufacturing facility of its kind in the U.S.

Hsu said customers have begun asking about further capacity increases, noting that the first phase serves multiple clients and may not be sufficient. GlobalWafers is moving ahead with factory design work to shorten timelines once commitments are finalized.

GlobalWafers supplies TSMC, which is investing heavily in U.S. chip production. The expansion aligns with a recent U.S.-Taiwan trade deal aimed at strengthening local semiconductor supply chains.

China Grants Export Exemptions on Nexperia Chips to Ease Global Supply Strain

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China’s Commerce Ministry announced on Sunday that it has granted exemptions to export restrictions on Nexperia-manufactured chips intended for civilian use, a move expected to ease supply shortages that have disrupted the global automotive industry.

The decision marks Beijing’s most significant step yet toward de-escalating the standoff with the Netherlands over control of Nexperia, a Dutch-based chipmaker owned by China’s Wingtech Technology. The export curbs, imposed after the Dutch government seized control of Nexperia on September 30, had caused widespread shortages of chips essential for carmakers and suppliers worldwide.

China did not specify what qualifies as “civilian use,” but the announcement follows reports from German and Japanese automakers that deliveries of Nexperia’s Chinese-made chips have resumed.

The dispute began when the Dutch government accused Wingtech of planning to relocate Nexperia’s European production to China, citing risks to Europe’s economic security. In response, Beijing halted exports of Nexperia’s packaged chips, most of which are produced in China.

Following an October 30 meeting between U.S. President Donald Trump and Chinese President Xi Jinping, Beijing said it would begin reviewing applications for export exemptions — a process that appears to have now taken effect.

Despite this thaw, analysts warn that China-EU relations remain strained, and tensions will persist until the ownership and operational control of Nexperia are fully resolved.

“China welcomes the EU to continue leveraging its influence to urge the Netherlands to promptly rectify its erroneous actions,” the Commerce Ministry said, calling for an end to the Dutch intervention.