Memory squeeze from AI demand threatens industrial PC margins and delivery timelines

Ninelu Tu, Taipei; Jingyue Hsiao, DIGITIMES Asia Wednesday 11 February 2026 0

Credit: DIGITIMES

The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial PC (IPC) manufacturers facing rising costs and worsening lead-time...

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