Three of the six components we track are in severe shortage. ABF runs at 48 to 56 weeks against a balanced 12.

With demand picking up, NAND suppliers are reallocating capacity toward enterprise SSDs, though eSSD lead times remain elevated at 16 weeks against a balanced 8, as overall supply stays insufficient.

Prefill: The input prompt is processed in parallel in a single pass. The Key and Value vectors for each layer are computed and stored in the KV Cache, and the first output token is generated at the ...

“The memory system of AIs is going to cause the storage system to be completely revolutionized.” At GTC Taipei in June 2026, Nvidia founder and CEO Jensen Huang pointed to the memory system as one of ...

Edge AI players, not data center players, are the ones showing real interest in 4hi HBM. TrendForce observes that in certain autonomous driving and robotics applications, DRAM bandwidth has gradually ...

Recent reports suggest China may ease restrictions on NVIDIA H200 imports, potentially opening new opportunities for the GPU. However, TrendForce’s latest supply chain checks show that successful H200 ...

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.

Correction: An earlier version of this article incorrectly listed the English name of glass fiber cloth supplier 宏和電子材料 as "Hongho Precision Textile." The ...

Data centers are undergoing a fundamental transformation in power infrastructure as server rack power ratings rapidly climb from the kilowatt to near the megawatt range. The industry is shifting ...