TrendForce(@trendforce):A 56-week lead time sounds long. Long compared to what? For ABF substrates, a balanced market is closer to 12 weeks. Current lead times are running at 48–56 weeks — more than 4x normal levels. We track current vs. balanced lead times across six AI infrastructure components, every Monday. (1/2)

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TrendForce@trendforce

2026.09.15 03:45

A 56-week lead time sounds long. Long compared to what? For ABF substrates, a balanced market is closer to 12 weeks. Current lead times are running at 48–56 weeks — more than 4x normal levels. We track current vs. balanced lead times across six AI infrastructure components, every Monday. (1/2)