Server CPU deliveries from Intel and AMD in China are experiencing delays

According to foreign media reports, the surge in demand for server DRAM and NAND flash memory prices at the end of last year has spurred domestic cloud service providers and hyperscale data centers to accelerate equipment upgrades. Currently, 3nm process capacity is generally tight. Intel's Intel 3 process has limited capacity due to later mass production, while AMD's TSMC N3 process, although mature and stable, is also at capacity. As a result, the delivery cycle for Intel Xeon 6 series processors is as long as 6 months, and AMD's fifth-generation EPYC processors will require approximately 10 weeks. Supply shortages and price pressures are expected to continue in the short term.