Nikkei Asia:

Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers as AI demand increasingly eats up production capacity  —  TAIPEI — As executives at PC makers, including HP and Dell, map out their supply needs for 2027, a mundane component has emerged as an unlikely concern.

Nikkei Asia:

Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers as AI demand increasingly eats up production capacity  —  TAIPEI — As executives at PC makers, including HP and Dell, map out their supply needs for 2027, a mundane component has emerged as an unlikely concern.

Source: TechMeme
Source Link: https://www.techmeme.com/261028/p6#a261028p6