CPU荒来了！英特尔、AMD 3月再涨价，今年已涨10%-15%，交货周期最长延至6个月

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CPU荒来了！英特尔、AMD 3月再涨价，今年已涨10%-15%，交货周期最长延至6个月

华尔街见闻03-25

英特尔、AMD双双告急，CPU价格涨幅高达15%，交货周期从两周骤拉至半年，HP、戴尔首当其冲，游戏PC厂商直呼"有钱也买不到货"。AI算力狂潮正在吞噬全球芯片产能，一场席卷PC与服务器市场的供应风暴已然来临，Arm架构或将乘乱改写行业格局。英特尔和AMD的CPU供应持续告急，正在给本已深陷内存芯片短缺困境的PC及服务器制造商再添压力。据日经亚洲报道，英特尔和AMD已各自通知客户，将分别于3月和4...

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Intel and AMD raised prices again in March, and have risen by 10%-15% this year, with the maximum delivery time extended to 6 months","themeId":"45cfe865613576ca8d68776c8b3f80a1","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a81dbae8281974a36e87a0616141ae92","symbols_score_info":{"INTC":2,"AMD":2},"content_text":"英特尔、AMD双双告急，CPU价格涨幅高达15%，交货周期从两周骤拉至半年，HP、戴尔首当其冲，游戏PC厂商直呼\"有钱也买不到货\"。AI算力狂潮正在吞噬全球芯片产能，一场席卷PC与服务器市场的供应风暴已然来临，Arm架构或将乘乱改写行业格局。英特尔和AMD的CPU供应持续告急，正在给本已深陷内存芯片短缺困境的PC及服务器制造商再添压力。据日经亚洲报道，英特尔和AMD已各自通知客户，将分别于3月和4月起对全系列CPU上调价格。多名知情人士透露，今年以来CPU报价已多次上调，平均涨幅达10%至15%，部分产品涨幅更高。与此同时，交货周期从过去的一至两周骤升至平均八至十二周，个别情况下甚至长达六个月。供应紧张局面正在加速重塑PC与服务器市场格局。多名行业高管警告，CPU短缺在今年4至6月季度有望进一步恶化，而X86架构的供应压力也正为基于Arm架构的处理器打开更大市场窗口。供需缺口骤然扩大，HP和Dell首当其冲日经报道称，惠普（HP）和戴尔（Dell）等顶级PC制造商在2月底开始发现，其CPU需求量与实际可获得量之间出现了明显缺口，且当前状况远比数月前严峻。一名负责销售英伟达、AMD和英特尔产品的服务器制造商高管表示：\"此前CPU的平均交货周期约为一至两周，但现在已延长至平均八至十二周。\"一名服务器及PC分销商高管则指出，在某些情况下，CPU的等待时间目前已长达六个月。一家游戏PC公司高管直言处境两难：\"如果花钱能解决问题就好了。我们担心的是，即便多付钱也未必能拿到货。CPU短缺一天比一天严重，不亚于内存芯片的情况。\"AI需求激增是根源，普通服务器市场远超预期与内存芯片短缺的逻辑如出一辙，AI算力需求的爆炸式增长是此轮CPU紧缺的核心驱动力——原材料与产能正被英伟达、博通、谷歌、亚马逊等AI芯片巨头大量占用。反科技研究分析师Brady Wang指出，通用服务器和存储服务器的需求已远超此前预测。\"并非每台服务器都需要强大的图形处理器或AI加速器。随着AI数据中心服务器的大量部署，需要更多通用型和存储型基础设施来提供支撑，而这些都依赖CPU。\"一名熟悉情况的服务器制造商管理人士补充道：\"今年通用服务器的增幅可能接近15%，但英特尔的产能扩张速度仅为个位数，供需失衡相当显著。\"英特尔、AMD双双面临产能瓶颈英特尔和AMD均在努力扩产，但进展难以跟上需求节奏。据知情人士透露，英特尔正全力提升内部晶圆厂产能，但需要时间才能放量，同时还面临芯片基板的供应约束。AMD将全部制造业务外包给台积电和三星等晶圆代工厂，不得不与英伟达、谷歌等AI芯片巨头争抢产能。英特尔CEO Lip-Bu Tan今年1月底向投资者表示，供应约束正在限制公司充分把握核心市场机遇的能力。AMD CEO Lisa Su在一次投资者会议上表示，公司观察到服务器CPU需求强劲增长，正在努力提升供应能力。供应短缺还呈现出结构性分化。华硕系统业务总经理Jose Liao指出，中端X86 CPU面临更大供应缺口，因为英特尔和AMD更聚焦于高端芯片。\"供应缺口确实在扩大，预计将持续下去。\"Arm架构趁势崛起，X86主导地位受到挑战CPU短缺正在加速推动市场向Arm架构迁移。一名服务华硕、惠普和戴尔的供应商高管表示，其客户正在2026年加大投入，设计采用Arm架构CPU的电脑产品。\"我确实看到一些转换，因为英特尔CPU的短缺尤为突出。\"Jose Liao透露，目前华硕Copilot AI PC中，约30%搭载Arm架构CPU，较去年底的约20%大幅提升，且预计全年占比将持续攀升。就背景而言，英特尔和AMD均采用X86架构设计CPU，该架构2025年在PC处理器中占比超过85%，在服务器处理器中约占78%。而本周Arm公司宣布推出自有服务器CPU产品，以把握AI浪潮机遇，标志着其从长期扮演的中立第三方软件基础设施提供商角色正式转型，此举可能进一步加大X86阵营的竞争压力。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}