The AI industry continues to gobble up manufacturing resources that were once dedicated to serving PC, smart device, and gadget makers. We’ve seen huge demand/supply driven price rises in RAM, GPUs, SSDs, and more through 2026. Now that most basic and unglamorous electronics necessity, the PCB, looks set to join them. A news report published by Nikkei Asia quotes several leading PC and PCB industry managers, making it clear we are going to see PCB (and PCB subcomponent) shortages and price rises in the coming months.

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[–] 32 points 1 week ago (5 children)

What makes it even better is they bought up all the existing equipment for data centers that aren't even built. And a lot of them won't be. And by the time they are, what's been bought and piled up in warehouses, will be obsolete and need replacement. Before it's ever taken out of the box.

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  • [–] 22 points 1 week ago* (1 child)

    It's by design. Altman literally bought the wafers themselves. We need laws to protect against this, and also a serious law with criminal liability for the destruction of it.

    Once it comes the time, it will be better for them to destroy the GPUs and ask for more bailout money than to put them on eBay for cheap. The end game is a monopoly, this is just the first step. They can't let prices go back down afterwards either.

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  • [–] 7 points 1 week ago*

    In a normal non-bubble world it would just be considered anti-competitive practices. Also typically it's not possible to do this, as it's like lighting a pile of money on fire and a single company can't afford to buy everything to starve their competition of infrastructure. A private business would vote that moron out, and a public one does the same with shareholder votes.

    The problem was irrational exhuberance and everybody doing it everywhere. It self corrects eventually with the public likely eating the losses... but the hardware itself is marked down, discounted, and liquidated just the same so it'll restore the market for components that way.

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  • [–] 8 points 1 week ago

    That's the plan, so they can sell you Raspberry Pi 1-tier hardware on an HDMI stick, that you can "just plug into your TV or monitor, and rent a real powerful PC from the cloud, and never worry about obsolescence", as they dreamed about it since 2012.

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  • [–] -1 points 1 week ago* (1 child)

    Which means I can buy 32GB+ accelerator cards for peanuts on Ebay to run DS4.1 or Qwen3.8 at home on my own machines.

    Same with memory eventually despite the memory cartel trying to prevent it from happening. Once demand implodes for GPUs, so does this synthetic demand for so much HBM, which means a pivot back into consumer memory and normal server RAM...

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  • [–] 2 points 1 week ago

    LLMs are still mostly useless, unless you want to fry your brain. The people that claim "moderate usage is the way to go" are just like the "I only drink one beer a day" alcoholists. Sure they don't get so drunk every day they're trashing pubs and the likes, but that doesn't mean they're not addicted.

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  • [–] 28 points 1 week ago (3 children)

    Wow, it’s just literally anything related to computer and server components now, not just particular specialized components. This fucking sucks.

    Is PCBWay pivoting to the “let’s print some money” strategy too, or are they trying to reserve some capacity so as to not completely fuck non-enterprise customers?

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  • [–] 13 points 1 week ago (2 children)

    More to the point, how is it even possible to cause such a shortage? PCBs aren't even particularly high-tech the way the chips are; a determined enthusiast could make them at home.

    And I don't mean just etching the circuits: I mean you could get some fiberglass, copper foil, and epoxy resin, and laminate your own from scratch.

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  • [–] 7 points 1 week ago
    [–] 4 points 1 week ago

    The bubble is driving up the costs of everything with this artificial demand causing artificial scarcity. There is nothing rational about this.

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  • [–] 2 points 1 week ago

    Fuck AI even more!

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  • 11 comments in c/technology@lemmy.zip view that post
    [–] 29 points 1 week ago (3 children)

    They are just absolutely DETERMINED to make literally everything shit.

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  • [–] 14 points 1 week ago (1 child)

    I feel like they want to make it so physical PC's are dead and you just buy a screen that streams it from some Nvidia server. That way you can't pirate, or download a song. And since they own it all it's a monthly subscription they can increase slowly over time.

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  • [–] 5 points 1 week ago

    Maybe but it's worth pointing out that the stuff Nvidia is producing is only good for making and running AI models, not for serving audio and video. So many resources and so much money have pissed up the wall in pursuit of a tech bro AI bubble, it's infuriating to think of what could've been accomplished. Instead all we'll be left with is a bunch of highly specialized compute that will soon be available for pennies on the dollar and some half finished giant warehouses

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  • [–] 13 points 1 week ago

    Oppose large AI datacenters projects near you. Get informed and organized.

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  • [–] 12 points 1 week ago (1 child)

    What the actual fuck? It's just fiberglass! It doesn't take a billion-dollar fab like the chips do; how can they possible corner the goddamn market on it?!

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  • [–] 8 points 1 week ago
    [–] 5 points 1 week ago* (2 children)

    holy shit are we all gonna get free gaming rigs when the bubble pops?

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  • [–] 1 point 1 week ago* (last edited 1 week ago)

    Odds are, they'll be repurposed for cloud computation and/or social media bot farms.

    So, no. I doubt it. Although I would like cheap hardware, considering my main machine is from 2010.

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