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 demand is consuming chip manufacturing capacity, creating shortages of circuit boards for regular electronics.
Why it matters: PC makers face supply crunches that could delay consumer products and raise prices through 2027.
CXMT plans to start HBM3E production despite yields of just 20% to 30%;
TL;DRChinese chipmaker CXMT launching HBM3E production despite low yields and performance gaps.
Anthropic's S-1 implies a $40T+ annual TAM based on knowledge work's
TL;DRAnthropic's filing suggests AI could address a $40T+ market for knowledge work, bigger than SpaceX's estimate.
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