Intel and AMD Sign Long-Term Server CPU Supply Deals with Chinese Customers; Prices Surged Over 40% YTD

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According to Reuters, Intel and AMD signed long-term server CPU supply agreements with Chinese customers on July 23, with some agreements spanning over two years to secure procurement volumes, though pricing typically remains variable. Server CPU prices in China have surged over 40% year-to-date amid growing AI infrastructure demand, with some products experiencing monthly price increases exceeding 10%, according to the report.
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