Weekly Radar 003: Meta's Muse Puts Server CPUs Back in Focus
TrendForce's weekly radar focuses on server CPUs: agentic AI has pushed lead times to 25–30 weeks, well above the balanced level of 16–20 weeks. Meta's AI agent Muse reportedly surpassed ChatGPT in downloads early after launch, driving AMD's market cap past $1 trillion for the first time, and at Connect 2026 Meta unveiled the Meta Charm handheld device powered by Muse.