Intel and AMD flag China server CPU shortages as prices climb

Intel and AMD are warning Chinese customers about tightening server CPU supplies, with prices rising and delivery times stretching for key data center chips. Surging demand from artificial intelligence infrastructure and manufacturing constraints are driving backlogs, especially for newer Xeon processors.

Nvidia selects SK hynix and Samsung HBM4 for Vera Rubin, shifts Micron to LPDDR5X

Nvidia’s upcoming Vera Rubin rack-scale systems will rely on SK hynix and Samsung for HBM4, while Micron pivots to supplying LPDDR5X for Vera CPUs as overall memory bandwidth targets climb sharply.