位置:中游情绪:利好参考度:8/10
全球0013;央处理器(CPU)供应紧张状况持续加剧,在内存芯片短缺的背景下,进一步对个人电脑(PC)及服务器制造商形成双重压力。自2月底起,惠普、戴尔等主流PC厂商已察觉CPU需求与实际供给间存在显著缺口,且当前紧张程度较数月前明显升级。多位行业高管及经理指出,供应短缺已引发CPU价格上涨与交货周期延长,部分人士预判未来数月形势或进一步恶化。
今年以来CPU报价已出现上涨,平均涨幅达10%至15%,部分产品涨幅更高。英特尔与AMD已分别向客户通报,计划于3月、4月上调全系列CPU价格。英特尔回应称,已就部分产品的计划调价向客户通报,调整反映了持续的需求变化、组件及材料成本上升,以及市场动态的演变。
CPU交货周期也从此前的1至2周延长至当前平均8至12周,某服务器与PC分销商高管表示,部分场景...
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