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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 (www.tomshardware.com)
submitted 10 hours ago by to c/fuck_ai@lemmy.world
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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 more through 2026. Now that most basic and unglamorous electronics necessity, the PCB, looks set to join them. A news report published by Nikkei Asia quotes several leading PC and PCB industry managers, making it clear we are going to see PCB (and PCB subcomponent) shortages and price rises in the coming months.

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[–] -1 points 8 hours ago* (2 children)

Which means I can buy 32GB+ accelerator cards for peanuts on Ebay to run DS4.1 or Qwen3.8 at home on my own machines.

Same with memory eventually despite the memory cartel trying to prevent it from happening. Once demand implodes for GPUs, so does this synthetic demand for so much HBM, which means a pivot back into consumer memory and normal server RAM...

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  • [–] 3 points 8 hours ago (1 child)

    At least we can bask in all the CEOs being fired for not having a better Quarter after it crashes and they need the consumers to save their asses again. We will never consume as much as fake AI data centres.

    All this shit was going to be put in warehouses and likely won't ever even see a data centre. They know this isn't true demand for a product driving their costs. It's all completely fake. If it weren't, the likes of Musk's xAI wouldn't be selling their extra compute to their competitors. They've already covered all the current usage, and excess, so why do they need more data centres at all?

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  • [–] 2 points 8 hours ago

    1. Nvidia backstopping coreweave by renting capacity nvidia doesnt need from coreweave so coreweave can justify demand for nvidia GPUs

    2. Customers being forced to take delivery of preordered GPUs that now sit in warehouses, which will age out, and will eventually be in my home server rack some day 😘

    You can't have both those things happening while publicly claiming demand is high and justifies planned capacity. The fire sales are going to be epic... 2001 massively overbuilt fiber which got auctioned off for peanuts. This bubble doesn't really have lasting infrastructure to auction off besides unused hardware i'll be able to buy for cheap.

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