Multiple critical components for AI servers, including ABF substrates, HDI boards, multilayer boards, and copper-clad laminates (CCL), are experiencing lead times exceeding six months. Passive components like MLCCs, chip resistors, and various capacitors also show extended lead times ranging from 15-20 weeks to over a year.
AI server and networking component lead times are extending to 6-12 months, indicating broad supply chain tightness beyond just GPUs and HBM.