… Supply chain commentary cited by DigiTimes indicates the current market environment is now considered more difficult than several earlier downturns experienced by the PC industry. …
… Taiwan’s Ministry of Justice Investigation Bureau is leading the probe alongside prosecutors as officials attempt to trace how restricted AI infrastructure hardware moved through supply chains connected to Taiwanese manufacturers and exporters. …
… Those supply constraints are now beginning to filter through the broader gaming hardware market. The industry has already seen several rounds of hardware price increases tied to rising component costs. …
… Combined with DRAM and HBM, memory-related components now represent a larger portion of AI infrastructure spending than in previous generations. For hyperscalers, this means the cost of building AI clusters is increasingly dependent on the memory supply chain, not only GPU availability. …
… Long-term success depends on stable supply chains, skilled workforce availability, reliable utilities, production yields, and sustained investment. Industry analysts continue to view mature-node semiconductors as strategically important despite the market’s focus on advanced AI hardware. …
… However, Intel later stated that sourcing and integrating DRAM at scale introduced manufacturing and supply-chain complications that made the approach difficult to sustain for broader product stacks. …