Industry insiders say PCBs and chip substrates are key supply
Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity
TL;DRAI boom is eating up circuit board production, creating shortages for regular electronics makers.
Why it matters: Expect longer waits and higher prices for PCs, phones, and consumer devices through 2027.
CXMT plans to start HBM3E production despite yields of just 20% to 30%;
TL;DRChinese chipmaker CXMT launching HBM3E production with low yields and inferior performance.
Anthropic's S-1 implies a $40T+ annual TAM based on knowledge work's
TL;DRAnthropic's filing suggests a $40T+ market for AI in knowledge work, larger than SpaceX's estimate.
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