HDD supply shortage may last until 2028
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According to TrendForce Weekly Radar 006 (October 19, 2026), the HDD supply shortage is expected to continue through 2028. The report notes that hyperscale cloud providers, even after signing long-term supply agreements for 2028, still expect the market to remain in shortage. HDD lead times currently stand at 50 weeks, far above the 16-week level seen under balanced supply and demand. The article also mentions that Agentic AI is pushing CPUs back onto the infrastructure agenda, with AMD and Arm predicting at OCP 2026 that the CPU TAM will exceed $200 billion. There are currently no follow-up reports on mitigation measures or responses from various parties regarding the supply shortage.
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- TrendForce Insights Semiconductor Industry InsightsWeekly 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.
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