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HP and Dell warn of circuit board shortages in 2027 as AI demand tightens supply

NewsFeeds update

HP and Dell found during 2027 supply chain planning that printed circuit boards could face shortages as AI demand squeezes supplies, with some ordinary server board lead times nearing a year. Amazon paid about NT$1.59bn in September for a stake in Taiwanese board maker Gold Circuit Electronics.

AIChainCatcherAINeutral

Read the original on ChainCatcher

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