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Chip supply chain braces for more price hikes as upstream parts create new bottlenecks

South China Morning Post 30 June 2026 11h ago
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
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Authority
18/20
Brand Signal
3/15
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4/15
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The AI-driven price surge in the semiconductor supply chain is spreading beyond graphics processing units (GPUs) and memory chips to upstream materials and manufacturing inputs, creating new bottlenecks that could slow the buildout of global artificial intelligence infrastructure. Suppliers of once less-visible parts are gaining leverage as customers compete for limited capacity. These range from
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