GoKawiilPC makers HP, Dell face circuit board shortages as AI server demand surges
Nikkei Asia reports that HP and Dell executives are concerned about securing enough circuit boards for 2027 PC lineups, as factories prioritize higher-margin AI server boards. Laminate costs have risen at least 12-fold since July according to one Taiwanese PC maker, and lead times for boards have doubled, with some orders placed today not arriving until late 2028. Canon separately said AI-driven board and component shortages have disrupted its production since August, contributing to an expected ¥90 billion loss in its medical equipment business.