CPU "serious supply shortage"
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $Sandisk(SNDK.US)."Server CPUs have jumped between 10% and 20% since March" with $Intel(INTC.US) and $AMD(AMD.US) planning to further price hikes Q3."CPU supply is likely to remain tight through 2026 and 2027" with "server CPU shortages reaching up to six months for Intel and 8-12 weeks for AMD"$Taiwan Semiconductor(TSM.US) is also increasing capex in response to this shortage. "The main reason behind the fear is the simultaneous outbreak of CPU and AI ASIC demand; inventory currently includes Intel, AMD mainstream generation CPU, and $NVIDIA(NVDA.US)'s upcoming Vera CPU, all using 3nm processLooks like we've come full circle?Source: Serenity
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