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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 7 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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[–] 2 points 5 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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