Intel and AMD make long-term server CPU deals with Chinese customers as price hikes continue
핵심 요약
- 1. Intel and AMD are negotiating long-term server CPU deals with Chinese customers against rising demand and prices.
- 2. Some server processor prices have increased by more than 40% in China since the beginning of the year.
- 3. The supply shortage could increase the costs for Chinese tech companies expanding their AI services.
- 4. AMD estimates that the server CPU market will exceed 120 billion dollars in 2030 based on strong AI demand.
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US chipmakers Intel and AMD have started signing long-term purchase agreements with Chinese data center customers following a rapid increase in demand and prices for server processors. The demand created by the AI boom is not limited to AI accelerators, but brings with it a broader supply shortage that includes memory, network equipment, and server processors. This situation provides suppliers with more bargaining power to make long-term contracts.
While these agreements generally guarantee a one-year purchase volume, they do not keep prices fixed; in fact, two-year or even longer-term commitments are being negotiated with some customers. Since the beginning of the year, the prices of some processor products in China have increased by more than 40%, while monthly increases have exceeded 10%. Intel's delivery times have extended up to six months for some products.
The supply shortage could increase costs and slow down distribution processes for Chinese cloud providers and internet companies that are rapidly expanding their AI services. While the CPU supply shortage is expected to be brought up in Intel's financial results to be announced on Thursday, AMD predicts that the server processor market will exceed 120 billion dollars by 2030.
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- 1. S: Why are Intel and AMD making long-term deals with Chinese customers?
- C: Due to the AI boom, the demand for server processors is rapidly increasing, and as supply falls behind demand, suppliers are requesting long-term purchase commitments.
- 2. S: What is the magnitude of the server processor price increase in China?
- C: Since the beginning of the year, the prices of some products have increased by more than 40%, while in recent months, prices have risen by more than 10%.
- 3. S: How will this supply shortage affect Chinese companies?
- C: The contraction in processor supply could increase the costs and delay distribution processes for Chinese cloud providers and internet firms trying to grow their AI services.