TrendForce Insights 半导体产业洞察· TrendForce·· 4 小时前AI 评分53
TrendForce：HDD 供应紧张或延续至 2028 年
Weekly Radar 006: HDD Shortage Risk Extends Into 2028
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TrendForce Weekly Radar 006 称 HDD 供应紧张将延续至 2028 年，超大规模云厂商即使已签订 2028 年长期协议仍预期短缺，交货周期达 50 周，远高于 16 周的平衡水平。文中还提到 Agentic AI 推动 CPU 重回基础设施议程，AMD 和 Arm 在 OCP 2026 上预计 CPU TAM 超过 2000 亿美元。
正文 · 原文
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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来源： TrendForce Insights 半导体产业洞察 · insights.trendforce.com