Memory chips

Exclusive-Intel, AMD notifies customers in China about long wait for CPUs

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Exclusive-Intel, AMD notifies customers in China about long wait for CPUs

BEIJING, Feb 6 (Reuters) – Intel ( INTC ) and AMD ( AMD ) have notified Chinese customers of supply shortages for server central processing units (CPUs), with Intel warning of delivery times of up to six months, people with knowledge of the delay said. Supply constraints have raised prices for Intel’s server products in … Read more

2 AI Stocks Riding A Server Boom That’s Accelerating Faster Than Anyone Expected

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2 AI Stocks Riding A Server Boom That’s Accelerating Faster Than Anyone Expected

Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard server DRAM, both of which are in short supply. Intel is struggling to keep up with demand for server CPUs, although capacity constraints are expected to ease later in 2026. 10 stocks we like better than Micron … Read more