After memory, CPUs have also become popular. The demand for server CPUs by AI has begun to affect the supply of consumer-grade processors. 
Due to the severe shortage of memory and storage chips, coupled with the insufficient supply of Intel and AMD CPUs, PC manufacturers are currently facing a new round of severe challenges. 
According to "Nikkei Asia", manufacturers such as HP and Dell have stated that the current supply of processors is unable to meet the demand. Some sources indicate that the situation has worsened compared to a few months ago. 
The shortage has also led to price increases, with costs rising by an average of 10% to 15%, and even more. More importantly, orders are also facing delays, with delivery times extending from a few weeks to as long as six months (in some cases). 
A senior executive of a server manufacturer said: "Previously, the average delivery cycle for CPUs was about one to two weeks, but now the waiting time has extended to an average of eight to twelve weeks." 
Another executive stated that the delivery cycle could last up to six months. Additionally, other industry experts predict that by the second quarter of 2026, the situation will become even worse, and PC manufacturers will not be able to solve this problem by spending money. 
A senior executive from a gaming PC brand told the media: "If money could solve everything, that would be great. But what we are worried about is that even if we pay more, we may not necessarily get more. The CPU shortage problem is becoming increasingly serious, and its severity is no less than that of the memory chip shortage problem." 
We first noticed these signs in early February when both Intel and AMD reported supply shortages for their server CPUs in China. These two companies even confirmed in their respective quarterly reports the surge in CPU demand. AMD CEO Susan Su said at the time that the business exceeded expectations, while Intel CFO David Zinsner simply stated: "CPUs are in high demand again this year." 
Because the AI company was willing to pay a high price for these processors, the manufacturers shifted most of their production capacity to these high-end customers, resulting in the consumer market being unable to compete for the remaining small quantity of products.

Source: https://news.mydrivers.com/1/1111/1111712.htm