ABF remains one of the tightest links in the AI supply chain. Lead times stay at 48–56 weeks versus 12 weeks in a balanced market, with little near-term relief. NVIDIA plans to increase substrate ...
Dexterous hands decide whether humanoid robots can move from demos to real-world work. As the end-effector, the hand directly ...
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 ...
HDD tightness is extending into 2028. Even after settling 2028 long-term agreements with HDD vendors, hyperscalers still ...
TrendForce sees similar momentum. With the x86 and Arm camps and other players stepping up CPU investment for agentic AI and ...
On December 24, 2025, Nvidia secured Groq’s inference technology license and core team for $20 billion. Two months later, on February 20, 2026, Canadian AI chip startup Taalas unveiled its inference ...
Discussions of AI server capacitor demand have largely centered on multi-layer ceramic capacitors (MLCCs): rising consumption, shortages of high-capacitance products, and growing need for high-voltage ...
In 2026, the global build-out of AI data centers (AIDCs) has entered a critical phase of large-scale deployment. The explosive growth in computing demand is reshaping global power consumption patterns ...
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 ...
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