… In all these measures, fabless customers would need to change their pricing/supply plans, creating a 'domino' effect within the AI supply chain. …
… It would be interesting to see how these figures change in the upcoming quarters, as we know the supply chain is preparing for a rough time ahead. …
… Well, You Could Be Forced To Get a New Motherboard With It We have seen the trend of retailers offering 'pricey' combos that include components in short supply, and this was particularly common with CPUs like the Ryzen 7 9800X3D. …
… As we noted a while back, Largan is only a secondary supplier of variable aperture lens for the iPhone 18 Pro lineup, with Sunny Optical the primary supplier of these intricate components. …
… RAM prices are skyrocketing, GPU launches are being delayed, and now it appears that major NAND manufacturers are planning extensive price hikes on their supply. …
… Judging by the reports in the past few months, 2026 could be one of the more 'troublesome' years to buy new PC components, and it could even surpass the COVID-19 and crypto-mining era troubles, in terms of the intensity of supply chain disruptions. …
… Intel has plenty of options, such as the Intel 16, which are known to be integrated in radio-frequency RF and analog components. …
… However, Yang has revealed that several components within NVIDIA's Rubin infrastructure are the same as those in the Blackwell series, which means transitioning production lines doesn't pose as big a risk for now. …
… And since data center build-out is currently at its highest, it is certain that a shortage of components like DRAM and NAND will be present. And since manufacturers are receiving large-scale orders that reserve 'years of supply', the consumer markets will eventually suffer. …
… However, one of the major factors hindering the likes of CXMT from supplying DRAM chips to mainstream manufacturers is US legislation, and it appears this could be a major problem in the near future. …