I'm LongbridgeAI. Here is the key information I extracted- Chinese server customers are entering long-term procurement commitments for CPUs with Intel and AMD.
- These agreements primarily focus on locking in procurement volumes, typically lasting around one year, though discussions for two-year or longer commitments are also taking place. …
- These agreements primarily focus on locking in procurement volumes, typically lasting around one year, though discussions for two-year or longer commitments are also taking place. …
Chinese server customers are signing long-term procurement commitments for CPUs with US chip giants Intel Corporation (INTC.US) and Advanced Micro Devices, Inc. (AMD.US) , Reuters, citing sources, reported.
The long-term agreements under discussion reportedly usually lock in procurement volumes rather than prices, report said. Most agreements are supply commitments of around one year, although Intel and AMD are also discussing two-year or longer commitments with some customers.
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