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Meta Muse puts server CPUs back in focus as lead times stretch to 25–30 weeks
TrendForce added CPUs to its weekly radar: agentic AI is reviving cloud CPU demand, DRAM lead times have risen to 20 weeks, and supply is expected to tighten from Q4 2026.
駿HaYaO
@QQ_TimmyArchived 29 days agoOriginally posted 2026.09.28
駿HaYaO @QQ_TimmyOriginally posted 2026.09.28
Meta Muse 讓伺服器 CPU 重回焦點。TrendForce 本週將 CPU 納入 Weekly Radar：交期已拉長至 25–30 週（平衡市場僅 16–20 週）。 Agentic AI 興起，重新引發「運算需求有多少會落在 CPU」的討論，雲端業者也加速自研晶片。 同時 DRAM 持續非常緊俏，交期 20 週（平衡僅 8 週），2026 年第 4 季至 2027 年第 1 季供應吃緊與漲價預期升溫。
This post quotes another post: x.com/trendforce/status/2104541635597959652
x.com/qq_timmy/status/2104560837700792382Archived 2026.09.29 10:34