CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck · Campaigns

Campaign

CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck

closed · AI · Semiconductors

Horizon Two reporting cycles after verified supply evidence; presently closed. Last research review Latest evidence Priority low

Evidence

Supports, challenges and context. A linked source is not confirmation by itself.

  1. contextreviewed interpretation

    Campaign 1: INTACT, provisional

    Evidence as of 2026-09-04

    Earlier same-day thesis review retained as context. Its prior classification is historical; the current scope review supplies the live disposition and preserves its unresolved evidence gaps.

  2. contextreviewed interpretation

    MPS: power conversion reaches customers

    Evidence as of 2026-07-30

    Power-content growth does not prove scarce merchant CPUs or advanced substrates. Retain the observation without using it to keep the broad shortage campaign live.

  3. contextassociation only

    Zephyr — AMD's 'Venice beats Vera by 20%' claim points at a chip missing from AMD's own price list