component shortages
2 posts tagged with “component shortages”
Dell's AI Parts Shortage: Allocate Scarce Components Against Deliverable Orders
Dell's widening AI infrastructure shortages show why scarce components should go to complete, deliverable orders—not simply the oldest purchase orders.
CXTMS InsightsSeptember 11, 2026 · 6 min read
The Capacitor Price Reversal Is Back: Why AI Data Centers Could Squeeze Electronics Supply Chains Again
AI data centers are driving a 14% quarter-over-quarter surge in capacitor demand, reversing a year-long price decline. Here is what it means for electronics supply chains and how to prepare.
CXTMS InsightsApril 27, 2026 · 5 min read