this post was submitted on 26 Mar 2026
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[–] carpelbridgesyndrome@sh.itjust.works 6 points 1 hour ago (1 children)

Intel and AMD aren't claiming shortages. They are switching what they are manufacturing. Companies downstream of them in the consumer space are reporting shortages.

[–] boonhet@sopuli.xyz 1 points 53 minutes ago (1 children)

AMD for sure is trying to manufacture mostly server GPUd for AI, but does Intel even have anything competitive in that space?

I assume it sells if they are changing capacity allocations

Intel and AMD have prioritized capacity for server CPUs, and the supply for PCs has become less ... what PC players can get in Q2 is much less than the volume we got in Q1.

Its also worth pointing out that TSMC is a bit booked right now and Intel has its own fabs. So if you need a server CPU you may have to buy from Intel if you need it soon.

Allegedly Intel's CPU performance is improving relative to AMD so it may be getting better.