---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000601451.md"
description: "CPU "serious supply shortage"It's still funny to see CPUs become more like memory day-by-day with the price hikes like $Sandisk(SNDK.US)."Server CPUs have jumped between 10% and 20% since March" with $Intel(INTC.US) and $AMD(AMD.US) planning to further price hikes Q3."CPU supply is likely to remain tight through 2026 and 2027" with "server CPU shortages reaching up to six months for Intel and 8-12 weeks for AMD"$Taiwan Semiconductor(TSM.US) is also increasing capex in response to this shortage. "The main reason behind the fear is the simultaneous outbreak of CPU and AI ASIC demand; inventory currently includes Intel, AMD mainstream generation CPU, and $NVIDIA(NVDA.US)'s upcoming Vera CPU, all using 3nm processLooks like we've come full circle?Source: Serenity"
datetime: "2026-04-23T05:17:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000601451.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000601451.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000601451.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# CPU "serious supply shortage"It's still fu…


### Related Stocks

- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [VERA.US](https://longbridge.com/en/quote/VERA.US.md)
- [04335.HK](https://longbridge.com/en/quote/04335.HK.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (1)

- **currypuff · 2026-04-23T06:58:50.000Z**: Gogoog


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**