英特尔、AMD紧急通知中国客户供应告急，最长交货周期达6个月

智通财经02-06

据知情人士透露，英特尔(INTC.US)和AMD(AMD.US)已向中国客户告知服务器中央处理器(CPU)供应短缺问题，其中英特尔方面警示，相关产品交货周期最长可达6个月。上述知情人士之一表示，受供应短缺影响，英特尔服务器产品在中国市场的整体报价涨幅已超10%，具体涨幅则根据客户的合作合同有所不同。人工智能(AI)基础设施领域的投资热潮，不仅引发了专用AI芯片的抢购潮，也让供应链其他环节的供需矛盾...

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href=http://www.zhitongcaijing.com/content/detail/1402505.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，英特尔(INTC.US)和AMD(AMD.US)已向中国客户告知服务器中央处理器(CPU)供应短缺问题，其中英特尔方面警示，相关产品交货周期最长可达6个月。上述知情人士之一表示，受供应短缺影响，英特尔服务器产品在中国市场的整体报价涨幅已超10%，具体涨幅则根据客户的合作合同有所不同。人工智能(AI)基础设施领域的投资热潮，不仅引发了专用AI芯片的抢购潮，也让供应链其他环节的供需矛盾...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1402505.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BMPRXR70.SGD","symbol_name":"Neuberger Berman 5G Connectivity A Acc 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Intel (INTC.US), AMD (AMD.US) urgently notify Chinese customers of supply emergencies, with a maximum delivery period of 6 months","themeId":"f2540ea3ee659860c86ea46349434d9c","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fae7aefdc565510757f07077cea6b063","symbols_score_info":{"AMD":2,"INTC":2},"content_text":"据知情人士透露，英特尔(INTC.US)和AMD(AMD.US)已向中国客户告知服务器中央处理器(CPU)供应短缺问题，其中英特尔方面警示，相关产品交货周期最长可达6个月。上述知情人士之一表示，受供应短缺影响，英特尔服务器产品在中国市场的整体报价涨幅已超10%，具体涨幅则根据客户的合作合同有所不同。人工智能(AI)基础设施领域的投资热潮，不仅引发了专用AI芯片的抢购潮，也让供应链其他环节的供需矛盾持续加剧，其中存储芯片领域的紧缺最为突出，相关产品价格仍在持续飙升。知情人士称，两家企业近几周刚向中国客户发出上述供货通知，这也意味着CPU的供应短缺问题进一步升级，国内AI企业及诸多制造业厂商的生产经营压力或将进一步加大。订单积压严重两位知情人士表示，中国市场贡献了英特尔超20%的全球营收，该公司第四、五代至强(Xeon)服务器CPU目前供应缺口尤为显著，英特尔已对相关产品实施限量供货。他们补充道，英特尔上述型号CPU的未交付订单积压严重，交货周期已拉长至6个月。一位知情人士及另一位第三方消息源均透露，AMD也已向合作客户告知供应受限的情况，后者表示，AMD部分服务器CPU产品的交货周期已延长至8至10周。英特尔今年1月在财报电话会议中已提及CPU供应短缺问题，该公司在一份声明中表示，AI技术的快速普及，推高了市场对传统计算芯片的需求。声明还指出，英特尔预计2026年第一季度芯片库存将处于历史低位，但公司正采取积极举措缓解供应压力，预计从第二季度开始，产品供应情况将逐步改善。AMD则在声明中重申了其财报电话会议中的表述，称公司已提升产能以应对市场的强劲需求。该公司表示：“依托稳固的供应商合作协议和供应链体系，以及与台积电(TSM.US)的深度合作，我们对全球范围内满足客户需求充满信心。”双雄主导全球市场英特尔与AMD合计占据全球服务器CPU市场的主导地位。瑞银今年1月发布的报告显示，英特尔的全球市场份额已从2019年的90%以上降至2025年的约60%，而AMD的市场份额则从2019年的约5%攀升至2025年的20%以上。在中国市场，两家企业的核心客户包括阿里巴巴(BABA.US)和腾讯(00700)等云计算服务商。此次服务器CPU供应短缺是多重因素共同作用的结果。英特尔方面，受芯片制造良率持续偏低的影响，公司始终难以实现产能的快速爬坡。AMD则将芯片生产全部外包给全球最大的晶圆代工厂台积电，而台积电目前正优先保障AI芯片的生产，留给通用CPU的产能十分有限。此外，同为服务器核心零部件的存储芯片短缺，也进一步加剧了CPU的供应矛盾。一位同时经销服务器CPU和存储芯片的分销商透露，去年年底以来，中国市场存储芯片价格开启上涨通道，不少客户为锁定后续存储芯片的低价采购成本，提前加大了CPU的采购力度，进一步推高了市场需求。同时，智能体AI系统的需求激增，也让CPU供应链承压加剧。这类AI系统可完成复杂的多步骤操作，功能远超传统聊天机器人，其运行所需的CPU算力也远高于传统工作负载。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609568174","isCrawlerRequest":true}