The global CPU supply shortage has intensified, posing new challenges for personal computer and server manufacturers. Since late February, manufacturers like HP and Dell have noticed a significant gap between CPU demand and supply, with the situation continuing to deteriorate. According to industry insiders, Intel and AMD have notified customers of price hikes across all CPU lines in March and April, with average increases ranging from 10% to 15%, and even higher for some products. Meanwhile, CPU delivery lead times have extended from the previous 1-2 weeks to an average of 8-12 weeks, and in some cases, up to 6 months. Industry executives predict that the CPU shortage will further worsen in the coming months. The supply crunch also shows structural differentiation, with a larger supply gap for mid-range X86 CPUs. Additionally, the CPU shortage is accelerating the market's shift towards the Arm architecture.