Weekly Radar 006: HDD Shortage Risk Extends Into 2028 - TrendForce
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4Q26 eSSD price talks begin, though hikes above 30% remain difficult to push through. Oct 19, 2026This Week in 30 SecondsHDD 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 … Subscribe for free to continue readingEnter your email and get every post from TrendForce.
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