Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level, while shortages are limiting some NAND suppliers’ ability to support ...

The OCP Global Summit opens this week, where the AI supply chain tackles its next set of bottlenecks. As racks move toward megawatt scale, watch for progress on 800 VDC power, liquid cooling, and ...

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 ...

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 ...

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.