PCBs and chip substrates may constrain consumer electronics supply, insiders say
Industry insiders report that printed circuit boards (PCBs) and chip substrates have become critical supply constraints for consumer electronics manufacturers. As AI demand surges, it is increasingly consuming production capacity that would otherwise go to standard consumer devices. Executives at major PC makers, including HP and Dell, are currently mapping out their supply needs for 2027 and…
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Key points
- PCBs and chip substrates are key supply constraints for consumer electronics makers.
- AI demand is increasingly eating up production capacity for these components.
- HP and Dell executives are mapping 2027 supply needs with this concern in mind.
Read the original at asia.nikkei.com · via TechmemeOpen source ↗
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