Campaign 1: INTACT, provisional
Update
Campaign 1: INTACT, provisional
- Type: refresh
- event_id:
2026-09-06-campaign-01-cpu-shortage-supply-chain-review - Source: Campaign thesis review; receipt selector
C:cpu-shortage-supply-chain. September 4 settled corpus; issuer dates retained.- parent_event:
2026-09-06-theses-read-campaign-01
- parent_event:
- Shift: CPU and substrate constraints remain a working hypothesis; allocation, pricing and utilization must establish which layer captures the economics.
- Effect on thesis: AMD/Intel allocation or pricing evidence with documented ABF/OSAT utilization and persistent constraints.
Related
1 event DateTypeEvent
Sep 6 ArticleMPS: power conversion reaches customers No direct external sources are attached to this read.