Post #4164042
2026-07-28 11:15 UTC
Most people are aware of the shortages in components; particularly high speed RAM; caused by the demands of AI companies.
I think a smaller number of people are aware of basic raw material supply issues also being caused by the same.
FR4 - the material PCBs are made from is reportedly in shortened supply, leading to less CCL (copper clad laminate). This hits EVERYONE who makes electronics.
Some reports show a monthly supply gap of 8 million square metres of this stuff.
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