The supply chain for making graphics cards is more complex than you might think
… Such is the nature of the immense supply chain behind every complex piece of hardware in your gaming PC. …
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What's to come?
"I think best case is another 12 to 18 months of pain, to be honest," Lemke tells me in no uncertain terms. "I don't think this is going to reset overnight." Colehower agrees that things can't return to normal right away, though he's a little more optimistic about the time it would take in a best-case scenario: "I think it would take probably six months at least to recover, because a good bit of the damage isn't just a disruption in the supply, it's actual infrastructure that's been damaged, and [recovering requires] rebuilding that infrastructure to produce chemicals like helium. That's not g
I asked supply chain experts just how screwed PC components are due to the war in IranI asked supply chain experts just how screwed PC components are due to the war in Iran
… But we're also starting to see impacts on the supply of different materials which, on top of a memory shortage , aren't looking too good for the global technology supply chain. I've spoken to a few different technology supply chain experts to figure out exactly which materials are affected and why. …
Data centers hit by cargo thieves, as over $1 million worth of equipment found in Chicago
… Investigators uncovered $1.3 million in stolen data center supplies in a Chicago truck yard, spotlighting cargo theft's impact on supply chains and retail. https://t.co/vqzmxgBEQw June 29, 2026 The boom in AI has increased the demand for AI hardware, but much of the machinery involved in AI data ce… …
The Steam Controller's ticket system makes it clear we could do with better ways to buy new tech
… The global supply chain is very fragile and things can and do change in short periods, as Valve found out between announcing its new hardware and when it hoped to ship it . …
AMD reportedly following Nvidia's suit with price increases, and they will be by 'at least 10%'
… That is according to industry analyst Harukaze5719 , who has shared a report stating as such, claiming "information confirmed by AMD's internal supply chain". …
Micron says making new memory fabs isn't as easy as building data centers, so don't hold your breath
… But estimates vary wildly as to when meaningful amounts of new memory modules might enter the supply chain. …
Intel is reportedly 'struggling' to supply laptop CPUs based on its new 18A node
… Instead, Culpan says the supply chain and most notably TSMC may be at least part of the explanation. …
CXMT reportedly striking deals to provide memory to HP, Asus, and Acer
… We work with multiple manufacturers and suppliers to enhance our supply chain resilience." CXMT has been having a big couple of months and now takes up a 7% market share in Global DRAM revenue. …
Nvidia says AI infrastructure demand continues to expand, but not everyone's so confident in the future
… To this end, I recently asked a couple of supply chain experts what they think about the future of AI growth, and received mixed opinions. …
'Worse than our expectations': IBM's shares drop 25%
… While we anticipated some supply chain related impact in our expectations, we did not anticipate the magnitude of the capex reprioritization." "These conditions require our teams to execute perfectly, and this quarter we faltered. …