The fiber array unit (FAU) is a critical passive optical component in CPO. Precisely aligning and securing it onto an optical engine (OE) demands extremely stringent precision and directly affects ...

Memory supply remains tight with no clear sign of relief. DRAM remains Very Tight at 20 weeks versus an 8-week balanced level ...

Server CPUs join the Radar this week, a sign of how fast agentic AI has moved them up the watch list. Lead times are at 25 to 30 weeks against a balanced 16 to 20, with major CSPs also accelerating ...

Prefill: The input prompt is processed in parallel in a single pass. The Key and Value vectors for each layer are computed and stored in the KV Cache, and the first output token is generated at the ...

In March 2026, two announcements arrived in quick succession: Nvidia began selling its Vera CPU as a standalone product, and Arm unveiled its first in-house CPU, the Arm AGI CPU. That a GPU company ...

4hi HBM samples started showing up on suppliers’ radar right at the start of 3Q26. AI chip makers, NVIDIA included, are evaluating every possible configuration, including lower stack counts, to work ...

TrendForce 2026 San Francisco Roadshow arrives October 16. Join us to unpack how advanced packaging is reshaping the foundry industry, alongside the latest AI server and data center market dynamics, ...

Data centers are undergoing a fundamental transformation in power infrastructure as server rack power ratings rapidly climb from the kilowatt to near the megawatt range. The industry is shifting ...

AI computing demand is growing exponentially, far outpacing Moore’s Law, while power consumption and cost pressures are escalating rapidly. The core metric for AI computing efficiency will no longer ...

Part 1 of this series looked at capacity expansion: how Enfabrica, Penguin Solutions, Marvell, and Meta are leveraging CXL to increase memory capacity for KV Cache. But expanding physical memory ...