Trend Force notes that the CPU delivery cycle has been extended from the usual 16-20 weeks to 25-30 weeks because personal artificial intelligence agents such as Meta Muse have boosted market demand for CPUs. Analysts are debating the extent of CPU demand stimulated by artificial intelligence agents, but there is no doubt that the growth prospects for CPU demand have been established, even if the AI agent field is still in its infancy.

Zhitongcaijing · 1d ago
Trend Force notes that the CPU delivery cycle has been extended from the usual 16-20 weeks to 25-30 weeks because personal artificial intelligence agents such as Meta Muse have boosted market demand for CPUs. Analysts are debating the extent of CPU demand stimulated by artificial intelligence agents, but there is no doubt that the growth prospects for CPU demand have been established, even if the AI agent field is still in its infancy.