Weekly Radar 001: The GPU is Not the Bottleneck
TrendForce launched Weekly Radar, a free subscription column that tracks supply and lead times for six component categories—GPU, DRAM, NAND, HDD, ABF, and MLCC—each week. The first issue notes the GPU is the only one of the six with lead times at balanced levels, while ABF lead times are 48-56 weeks, far above the balanced 12 weeks.