Dell CEO warns semiconductor shortage may last until 2026-2027 amid AI demand surge
Dell Technologies CEO Michael Dell has cautioned that a growing semiconductor shortage could persist well into 2026 and possibly 2027. The shortfall is being driven by rapid advancements in artificial intelligence, which are outpacing the manufacturing sector's ability to keep up. This supply-demand imbalance is creating significant and prolonged disruptions in the hardware market. Despite rising prices, customers remain willing to pay a premium for essential hardware, given AI's critical role in business efficiency and innovation.
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