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Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity

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Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity

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Nikkei Asia — Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity ↗

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Oct 28Oct 29

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Reuters: ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing "strong interest" in orders for 2029 and 2030

Financial Times: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic AI workloads amid an AI chip shortage

Wall Street Journal: Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue

Reuters: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs

Reuters: AMD CEO Lisa Su says the company plans to "substantially increase" supply in 2027 and needs "more advanced wafer capacity", as she meets Foxconn and TSMC

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