MojoTrick(@MojoTricks):AI infrastructure is still extremely tight. TrendForce data (Oct 19, 2026) shows hyperscalers locking HDD supply into 2028 yet still expecting shortages. Lead times remain severely elevated - HDD at 50 weeks vs 16 weeks balanced, ABF at 48–56 weeks. Here’s how current lead times stack up across key components: HDD • ABF • DRAM • MLCC • CPU • NAND/eSSD • GPU The squeeze isn’t easing anytime soon.

MojoTrick

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가입 January 2022

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MojoTrick@MojoTricks

2026.10.20 07:43

AI infrastructure is still extremely tight. TrendForce data (Oct 19, 2026) shows hyperscalers locking HDD supply into 2028 yet still expecting shortages. Lead times remain severely elevated - HDD at 50 weeks vs 16 weeks balanced, ABF at 48–56 weeks. Here’s how current lead times stack up across key components: HDD • ABF • DRAM • MLCC • CPU • NAND/eSSD • GPU The squeeze isn’t easing anytime soon.