Video
Unknown · 0:00
The video argues that the AI hardware bottleneck has moved from GPUs to small components. Advanced substrates (ABF/FCBGA), MLCCs and CPU-side memory modules (SOCAMM) now have lead times of 35–56 weeks. New capacity wo...
Unknown · 0:00
The video argues that the AI hardware bottleneck has moved from GPUs to small components. Advanced substrates (ABF/FCBGA), MLCCs and CPU-side memory modules (SOCAMM) now have lead times of 35–56 weeks. New capacity wo...
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