Intel, AMD Face Extended CPU Delivery Times as AI Demand Surges; Stock Prices Up 480% in Past Year

According to industry sources on June 6, Intel and AMD are experiencing extended lead times amid surging CPU demand driven by artificial intelligence adoption. Intel's delivery cycle has stretched to as long as six months due to order backlogs, while AMD's certain products face eight- to ten-week delays. The companies' stock prices have climbed significantly, with Intel rising over 480% in the past year.

Enterprise data center operators are increasingly entering long-term supply agreements to secure CPU allocation, a structural shift similar to memory market dynamics. Bank of America projects the global server CPU market will expand from $43 billion in 2026 to $125 billion by 2030, representing 30.6% compound annual growth.