Intel Faces Six-Month Lead Times Amid Severe CPU Supply Constraints in China
Feb 11, 2026 (22 hr ago)
Negative
Intel is rationing server CPU shipments in China due to severe supply constraints, causing lead times to stretch up to six months.
Severe CPU Supply Constraints in China
- Intel has warned Chinese customers that delivery lead times for server products could extend up to six months1
- Prices for Intel's server products in China have increased by more than 10% in many instances due to scarcity1
- The company is actively rationing shipments to manage the constraints, resulting in a growing backlog of unfilled customer orders1
Impact on Revenue Exposure
- The ongoing CPU supply issues directly affect Intel's sales and revenue streams, as China accounts for over 20% of the company's total revenue1
