<p>➀ Most commodity components (standard logic, MCUs, etc.) have stabilized in lead times and pricing due to inventory adjustments and conservative procurement, while AI/ML/HPC-related components (DDR5, HBM, SSDs) face tightening supply and rising prices;</p><p>➁ Lead times vary across categories: volatile memory (2-22 weeks), storage (6-12 weeks), advanced analog (7-48 weeks), with interconnect prices expected to rise;</p><p>➂ External risks like tariffs could disrupt the stabilized supply chain, and procurement remains cautious about long-term orders amid fluctuating demand.</p>