TrendForce：高端 GPU 交期升至 45 周，Rubin 转换期供应受限

TrendForce: Top-end GPU lead times jumped 5 weeks to 45 as NVIDIA’s Rubin transition begins. Hyperscalers will likely get NVIDIA’s Rubin first, leaving enterprise buyers on existing GPU platforms. 96GB and 128GB RDIMMs are arriving faster, but 32GB and 64GB modules remain severely tight. DRAM lead times eased 1 week to 19, yet still run more than double normal. Since a server ships only when its slowest part arrives, Rubin’s ramp depends on substrates and capacitors running more than 3 times their balanced lead times.