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Intel and AMD Seek Long-Term Server CPU Supply Agreements with Chinese Customers
1 day ago /
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Author：小编
Intel and AMD are seeking to establish long-term procurement agreements exceeding two years with Chinese customers, with agreements primarily focusing on purchase volumes without setting price limits. Currently, the monthly price increase for server CPUs in China exceeds 10%, with cumulative annual growth surpassing 40%. Supply constraints have driven up data center deployment costs for Chinese cloud providers and delayed their AI expansion plans, accelerating the transition of the server CPU market toward a seller's market. Intel stated that demand continues to outstrip supply, while AMD has raised its market size forecast for server CPUs.
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