Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level ...
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 ...
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 ...
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 ...
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, ...
Part 1 of this series looked at capacity expansion: how Enfabrica, Penguin Solutions, Marvell, and Meta are leveraging CXL to increase memory capacity for KV Cache. But expanding physical memory ...
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, ...
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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