AI chip demand squeezes capacity, Data Image secures 1-year supply

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AI chip demand squeezes capacity, Data Image secures 1-year supply

As strong AI demand continues to soak up semiconductor capacity, some ICs and passive components are seeing shortages and longer lead times. Qisda's display maker Data Image has stepped up policy-driven inventory buildup, with some industrial control products now carrying supply lead times of as long as one year and materials for the first and second quarters of 2027 already secured in advance.

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