【AI + Chips】Hardware shortages continue to occur? CPU supply shortage — Intel and AMD have raised prices by 10% multiple times this year.

Following the memory supply shortage, according to Japanese media reports, Intel (US: INTC) and AMD (US: AMD) have informed customers of a price increase for CPUs between March and April. Sources revealed that CPU prices have been raised multiple times this year, with an average increase of 10% to 15%. Delivery times have risen from 1-2 weeks to an average of 8-12 weeks, with some cases requiring a wait of 6 months.

Japanese media reported that computer manufacturers such as HP (US: HPQ) and Dell (US: DELL) have discovered a “gap” between the number of CPUs they need and the actual quantities they can obtain since the end of February.

Reports indicate that Intel and AMD are expanding production. Intel is striving to increase its internal chip production capacity, but it still requires time and is limited by the supply of chip substrates. AMD has outsourced chip manufacturing to foundries TSMC (US: TSMC) and Samsung, thus needing to compete with NVIDIA (US: NVDA) and Google (US: GOOGL) for production capacity.

The CPU shortage is driven by rapidly increasing AI demand, which has boosted the need for general-purpose servers and storage servers, both of which require CPUs. Industry insiders state that the growth rate for general-purpose servers this year is 15%, while Intel’s capacity expansion rate is only in single digits, resulting in a severe supply-demand imbalance.

		Finance Hot Talk
	





	China's car sales top "the world"  Do high oil prices help electric vehicles go global?