P Equity Research 📰(@pequityresearch):UBS: Lead Times Foundry: 3-4 years Semicap equipment: 1-2 years Adv. packaging/substrates: 1-1.5 years Storage systems: 1-2 years GPUs/AI accelerators: 6-12 months Memory (HBM/DRAM): 6-12 months Optical transceivers/networking: 3-9 months CPUs: 3-6 months Servers: 1-2 months $DELL $INTC $AMD $LITE $NVDA $TSM $MU $AMAT

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P Equity Research 📰@pequityresearch

2026.10.03 17:11

UBS: Lead Times Foundry: 3-4 years Semicap equipment: 1-2 years Adv. packaging/substrates: 1-1.5 years Storage systems: 1-2 years GPUs/AI accelerators: 6-12 months Memory (HBM/DRAM): 6-12 months Optical transceivers/networking: 3-9 months CPUs: 3-6 months Servers: 1-2 months $DELL $INTC $AMD $LITE $NVDA $TSM $MU $AMAT

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