Weekly Radar 006: HDD Shortage Risk Extends Into 2028
Weekly Radar 006: HDD Shortage Risk Extends Into 2028
TrendForce Weekly Radar 006 says HDD supply tightness will persist into 2028; hyperscalers expect shortages even with 2028 long-term agreements signed, with lead times at 50 weeks, far above the balanced level of 16 weeks. The report also notes Agentic AI is pushing CPUs back onto the infrastructure agenda, with AMD and Arm projecting a CPU TAM above $200 billion at OCP 2026.
HDD tightness is extending into 2028. Even after settling 2028 long-term agreements with HDD vendors, hyperscalers still expect a supply shortage, while lead times remain at 50 weeks versus a 16-week balanced level.
Agentic AI is pushing CPUs back up the infrastructure agenda. At OCP 2026, AMD and Arm projected CPU TAMs above $200 …
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Source: TrendForce Insights Semiconductor Industry Insights · insights.trendforce.com