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 PCB and chip substrate production, creating shortages for regular electronics makers.
Why it matters: Supply bottlenecks could delay PC and consumer device launches while AI companies hog manufacturing capacity.
CXMT plans to start HBM3E production despite yields of just 20% to 30%;
TL;DRChinese chipmaker CXMT launching HBM3E production with low yields and performance gaps.
![[AINews] Anthropic ends Coding Interviews: "Hunger beats tenure"](https://beehiiv-images-production.s3.amazonaws.com/uploads/publication/logo/3967c1f2-cb97-4eb0-a5c0-21a1d2579408/73b0838a-bd14-46a1-801c-b6a2046e5c1e_1130x1130.jpg){kind=logo}
[AINews] Anthropic ends Coding Interviews: "Hunger beats tenure"
TL;DRAnthropic stopped using coding interviews for hiring decisions.
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