AI demand triggers massive PCB shortage for PC makers as order books full until 2030 — lead times stretch to 30 months as material costs surge 12x
Toms Hardware
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AI Business
The AI industry continues to gobble up manufacturing resources that were once dedicated to serving PC, smart device, and gadget makers. We’ve seen huge demand/supply driven price rises in RAM, GPUs, SSDs, and through 2026. Several commenters pointed to AI computing demand eating up production capacity.