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Supply chain6/day by emailEstimate
TrendForce says surging AI demand is crowding out upstream material capacity for display makers, which it expects to push total TV panel costs up 4–7% quarter over quarter in the fourth quarter of 2026 while TV panel demand falls 4%
Verified 2026-11-01
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AI is now competing with consumer electronics for shared materials, so gadget makers face rising costs that can squeeze their margins or lift prices.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials agreed in October 2026 to raise its stake in Besi, the Dutch maker of chip assembly equipment, to about 20%
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
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