Insiders reveal that Intel and AMD have notified their Chinese clientele of a server CPU supply shortage. Intel has cautioned that delivery cycles may extend up to half a year, prompting a broad price hike exceeding 10% for Intel server products in the Chinese market. The surge in AI infrastructure investments has sparked a scramble for AI-specific chips, affecting the entire supply chain. Memory chip scarcity is acute, prices have skyrocketed, and the CPU shortage issue has become ever more conspicuous. Specifically, the supply of Intel's fourth- and fifth-generation Xeon CPUs is particularly constrained, with rationed shipments now implemented. Delivery times for certain AMD products have also lengthened to 8 to 10 weeks. Intel foresees a gradual easing of supply constraints from the second quarter through to the end of 2026, while AMD remains confident in fulfilling global customer demand. At present, Intel and AMD hold sway over the global server CPU market. The root causes of the CPU shortage encompass Intel's manufacturing yield challenges, TSMC's prioritization of AI chip production, memory chip shortages, and a spike in market demand for AI agent systems.