$Intel(INTC.US) and $AMD(AMD.US) to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources. - Month-on-month increases topping 10% for some productsCPUs were already a bottleneck, following CPU ratios due to AI inference... But the broader trend of LTAs seems to be appearing from: - Memory, with $Micron Tech(MU.US), Samsung, $Sandisk(SNDK.US), and SK Hynix signing DRAM/NAND LTAs.- Photonics, with $Lumentum(LITE.US), $Coherent Corp.(COHR.US) signing EML LTAs. And recent Trendforce reports that $AMD(AMD.US) and hyperscalers are now pursuing CW LTAs. And I'm sure there's many more from MLCCs to all the way to substrates. +1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
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