WD Locks In 2026 Output as Long-Term Deals Stretch Toward 2030
WD’s 2026 capacity is fully booked, with long-term deals stretching to 2028–29 and supply talks to 2030, fueled by surging AI-driven data demand.
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CPU Prices Surge 35% as Intel and AMD Warn of Severe Shortages
Global server CPU supplies from Intel and AMD have tightened sharply, with lead times extending up to 16 weeks and prices rising as AI-driven demand, production constraints, and memory shortages strain the broader data center supply chain.
Samsung ships HBM4, leading the AI memory race
Samsung has begun shipping HBM4, delivering higher performance and better energy efficiency for AI and data center systems with its 1c DRAM and 4nm base logic design.
