Chips

AI server demand pushes PCB lead times to 30 months

Rising AI data center demand has strained the PCB supply chain, with lead times extending up to 30 months. This is significantly squeezing traditional PC supply chain resources, reflecting strong demand for hardware components in AI infrastructure.

Summarized by AI from one outlet

Source

Latest

  1. Chips

    Samsung 2027 HBM Capacity Sold Out

    Samsung Electronics announced that its 2027 HBM capacity is fully sold out and DRAM shortages will persist until 2028. HBM4 revenue tripled quarter-on-quarter, driven by strong demand from AI servers.

    T客邦

  2. Chips

    Nvidia pushes PTFE cabinets, reshaping cross-strait PCB market

    Nvidia is pushing PTFE material into server PCB boards to break through AI transmission limits. This move may reshape the cross-strait PCB factory landscape, impacting the supply chain.

    科技新報

  3. Chips

    MediaTek wins second AI ASIC client for 2028 launch

    MediaTek confirmed a second AI ASIC customer, clarifying it is not a Chinese company, with mass production expected in 2028. Its first customer is Google, and its first data center AI accelerator began shipment in September 2026.

    IT之家

  4. Chips

    Horizon Robotics' Yu Kai Criticizes Inflated Compute Claims in Auto Chips

    Horizon Robotics founder Yu Kai criticized the autonomous driving chip industry for inflating nominal compute figures to 6-7 times their dense values. He noted that labeling practices like those of NVIDIA Orin X have caused confusion, announcing that Horizon will label chips with both 'NV Compute' and 'Equivalent Compute' for clarity. The controversy highlights the lack of transparency in chip marketing definitions.

    IT之家

  5. Chips

    Iinspicer Tianlai 300 Outperforms H200 in Benchmarks

    Iinspicer's new GPU, Tianlai 300, achieved 1.05 times the end-to-end throughput of NVIDIA H200 in typical PD separation deployments. The vendor emphasized shifting focus to system efficiency, software adaptation, and stable delivery to address real-world deployment challenges.

    雷峰网

All news → · All rights belong to the original creators