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IC and CPU Lead Times Extend:
Broadcom AI/server ICs, Intel FPGAs, and TI automotive parts now face 20–24+ week lead times. Server CPUs from Intel and AMD remain tightly allocated as data center demand accelerates.
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The July edition highlights acute DDR4 shortages and AI-fueled demand surges, with ripple effects across memory, CPUs, GPUs, storage, and networking components.