HDD tightness is extending into 2028. Even after settling 2028 long-term agreements with HDD vendors, hyperscalers still ...
The OCP Global Summit opens this week, where the AI supply chain tackles its next set of bottlenecks. As racks move toward megawatt scale, watch for progress on 800 VDC power, liquid cooling, and ...
TrendForce sees similar momentum. With the x86 and Arm camps and other players stepping up CPU investment for agentic AI and ...
Server CPUs join the Radar this week, a sign of how fast agentic AI has moved them up the watch list. Lead times are at 25 to 30 weeks against a balanced 16 to 20, with major CSPs also accelerating ...
Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level, while shortages are limiting some NAND suppliers’ ability to support ...
The fiber array unit (FAU) is a critical passive optical component in CPO. Precisely aligning and securing it onto an optical engine (OE) demands extremely stringent precision and directly affects ...
In March 2026, two announcements arrived in quick succession: Nvidia began selling its Vera CPU as a standalone product, and Arm unveiled its first in-house CPU, the Arm AGI CPU. That a GPU company ...
The AI infrastructure buildout is often discussed in terms of chips and computing power. But beneath the surface, a set of supply chain bottlenecks is quietly shaping the pace and cost of deployment.
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