Memory got the headlines, but server CPUs are running the same playbook a few months behind. Prices up 10–20% since March, average lead times stretched from 2 weeks to 8–12 (worse on popular SKUs), and both Intel and AMD signaling more increases in H2. This piece pulls the channel data into one table and looks at what it means for anyone holding Xeon or EPYC inventory — values on pulled processors track shortages like this with a lag.
https://www.buysellram.com/blog/server-cpu-prices-are-still-climbing-in-mid-2026/
#ServerCPU #Intel #AMD #EPYC #Xeon #AgenticAI #AIInfrastructure #DataCenter #Semiconductors #CPUShortage #ITAD #HardwareResale #TechSupplyChain
Memory got the headlines, but server CPUs are running the same playbook a few months behind. Prices up 10–20% since March, average lead times stretched from 2 weeks to 8–12 (worse on popular SKUs), and both Intel and AMD signaling more increases in H2.
https://www.buysellram.com/blog/server-cpu-prices-are-still-climbing-in-mid-2026/
#ServerCPU #Intel #AMD #EPYC #Xeon #AgenticAI #AIInfrastructure #DataCenter #Semiconductors #CPUShortage #technology
What if Hsinchu were in Dresden?
Taiwan overlaid on Central Europe, with Hsinchu aligned to Dresden. Taiwan’s semiconductor capital meets one of Europe’s fastest-growing chip hubs.
#Taiwan #TSMC #Semiconductors #Dresden #Germany #cartography
"The next 15 years of Moore's Law, according to Imec."
"The next evolution in CMOS transistors, the kind in almost all chips on the planet, will be the complementary field-effect transistor (CFET), and Imec predicts its commercial introduction will begin around 2033."

Glass substrates and glass interposers are emerging as key replacements for traditional organic substrates and silicon interposers in advanced chip packaging, with Intel investing over $1 billion and multiple players racing to overcome manufacturing hurdles.