英特尔与AMD在华遭遇服务器CPU交付延迟，3纳米产能瓶颈成主因

闪存市场02-10

据路透社报道，受去年底服务器 DRAM 与 NAND 闪存价格大幅上涨影响，国内云服务商及超大规模数据中心正加速设备更新，引发需求激增。英特尔至强 6 处理器交付周期长达 6 个月，AMD 第五代 EPYC 处理器约需 10 周。英特尔服务器CPU交付周期显著长于AMD，核心原因在于其采用的Intel 3工艺量产滞后、自有晶圆厂产能规模不足，以及内部产能分配策略的综合影响。台积电为AMD代工的...

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6系列、第五代EPYC系列处理器交付延迟外，超大规模数据中心运营商及云服务商还面临服务器ECC内存（错误检查与纠正内存）与NAND闪存价格持续高位的压力，这一多重压力可能促使部分企业重新评估服务器更新换代计划，甚至推迟设备采购节奏。","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":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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