服务器CPU，真的开始缺货了吗？

半导体芯闻02-06

如果您希望可以时常见面，欢迎标星收藏哦~综合多方信源信息显示，服务器CPU供应正在趋紧。多位接近产业链的人士透露，英特尔与AMD近期已分别向中国客户发出供应受限的通知，其中英特尔部分产品的交付周期甚至被拉长至最长六个月。据相关人士介绍，在供给趋紧的背景下，英特尔服务器芯片在中国市场的整体价格已普遍上涨超过10%，但具体涨幅仍取决于客户与厂商之间的既有合同安排。当前，AI基础设施建设的加速扩张，正...

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stock?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMDW":0.6,"AMDY":0.6,"INTC":1.95,"AMDD":0.6,"04335":1.95,"AMD":1.9,"GFS":0.82,"AMDG":0.6,"AMUU":0.6,"AMYY":0.6,"DAMD":0.6,"AMDU":0.6},"content_text":"如果您希望可以时常见面，欢迎标星 收藏哦~综合多方信源信息显示，服务器CPU供应正在趋紧。多位接近产业链的人士透露，英特尔与AMD近期已分别向中国客户发出供应受限的通知，其中英特尔部分产品的交付周期甚至被拉长至最长六个月。据相关人士介绍，在供给趋紧的背景下，英特尔服务器芯片在中国市场的整体价格已普遍上涨超过10%，但具体涨幅仍取决于客户与厂商之间的既有合同安排。当前，AI基础设施建设的加速扩张，正引发对AI专用芯片的激烈争夺，同时也带动了整个算力供应链的连锁反应。其中受冲击最明显的是存储芯片，价格持续走高。近期陆续发出的CPU供货预警，意味着这一紧张局面已进一步蔓延至服务器处理器领域，可能给AI公司及相关制造商带来更大压力。在中国市场，英特尔第四代与第五代至强处理器尤为紧俏。多位人士指出，英特尔目前对这些型号采取了配额式供应，而中国市场贡献了英特尔总营收的20%以上。由于订单积压严重，部分客户面临长达半年的等待期。与此同时，AMD也向客户确认了供应受限的情况。部分AMD服务器CPU的交付周期已延长至8—10周不等。路透社亦首次披露了中国市场供应链紧张的具体程度。英特尔在今年1月的财报电话会议中承认，CPU供应面临瓶颈，并在随后向路透社表示，AI应用的快速普及正在推高“传统计算”需求。公司预计一季度库存将处于低位，但正积极扩产，目标在2026年二季度缓解供给压力。AMD则在财报会议上重申已提升产能布局，并表示有信心依托与台积电等关键供应商的合作，满足全球客户需求。从市场格局来看，英特尔与AMD依然主导全球服务器CPU市场。不过瑞银1月发布的数据显示，英特尔份额已从2019年的90%以上降至2025年的约60%，而AMD同期从约5%提升至约20%。在中国，阿里巴巴、腾讯等云厂商均为重要客户。本轮CPU紧张并非单一因素所致。英特尔自身面临良率挑战，限制了产能提升；AMD依赖台积电代工，而后者当前优先保障AI芯片生产，压缩了CPU产能空间。此外，服务器关键部件之一的内存芯片同样短缺，推动客户提前抢购CPU以锁定相对低价的内存资源。更深层次的需求来自“智能体AI”的崛起——这类需要执行复杂、多步骤推理任务的系统，对CPU算力要求远高于传统应用，也进一步推高了整体需求。（来源：内容编译自路透社）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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