AI drives network equipment demand as parts shortages deepen

Digitimes
By Charlene ChenAug 20, 2026, 1:55 am196 ptsTrendingTop
AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging prices for key components such as memory and PCBs, along with hyperscalers drawing heavily on supply-chain resources, are…

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