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Motherboard sales are now collapsing amid unprecedented shortages fueled by AI
(www.tomshardware.com)
this post was submitted on 07 May 2026
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For CPU and GPU, our options are mostly TSMC, Samsung and Intel. Nvidia and AMD don't really have fabs. Any of those can also help with the other chips on a motherboard. Samsung also do NAND so they'd be the best to acquire.
I think Samsung is going to get hit with helium shortages which are needed in fab, outside of hormuz the US is the only one with a locked supply