Institutions: CPU delivery lead times extend to 25-30 weeks as AI agents drive up demand.

Trend Force points out that CPU delivery lead times have extended from the usual 16-20 weeks to 25-30 weeks, as personal AI agents such as Meta Muse have driven up market demand for CPUs. Analysts are debating just how large the CPU demand stimulated by AI agents actually is, but there is no doubt that the growth prospects for CPU demand have been established, even though the AI agent sector is still in its early stages.