Server CPU Lead Times Hit 25–30 Weeks as Agentic AI Grows 3 October 2026·1178 words·6 mins Server CPUs Agentic-Ai Ai Infrastructure Data Centers Cloud Computing TrendForce Hyperscalers Semiconductors
DDR5 Surpasses HBM in Profitability as AI Inference Reshapes Memory Demand 4 June 2026·984 words·5 mins Ddr5 HBM DRAM AI Memory Data Center TrendForce Nvidia AMD Google