Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level ...

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 ...

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 ...

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 ...

4hi HBM samples started showing up on suppliers’ radar right at the start of 3Q26. AI chip makers, NVIDIA included, are evaluating every possible configuration, including lower stack counts, to work ...

TrendForce 2026 San Francisco Roadshow arrives October 16. Join us to unpack how advanced packaging is reshaping the foundry industry, alongside the latest AI server and data center market dynamics, ...

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.

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.

As test-time scaling takes hold, the focus of the AI industry is quickly shifting from training to inference. NVIDIA, Google, and other major AI players rolled out inference-specific chips in the ...

TrendForce Substack covers semiconductors and AI infrastructure in depth. Depth takes time to read, and it does not always answer the question that surfaces first on a Monday morning: what changed ...

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 ...