ME AI messages. TrendForce (a.k.a. TrendForce, i.e., TrendForce) indicates that Meta’s Muse project has once again sparked market attention on server CPUs. The current CPU delivery lead time is 25–30 weeks, compared with a normal market range of 16–20 weeks. Meanwhile, DRAM supply remains tight, with delivery lead times of 20 weeks versus a normal 8 weeks. The market has already started discussing expectations for supply tightening and price increases in Q4 2026 to Q1 2027. (Source: ME)