{"title":"Material Shortage in AI infrastructure: 20 signals in the last 90 days","domain":"AI infrastructure","tag":"material_shortage","name":"Material Shortage","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/material-shortage","count_90_days":20,"count_13_months":33,"latest":"2026-10-31","trend":"October 2026 had 5 signals against an average of 8 for Jul to Sept: down 37%.","per_month":[{"n":1,"month":"2026-05"},{"n":3,"month":"2026-06"},{"n":8,"month":"2026-07"},{"n":14,"month":"2026-08"},{"n":2,"month":"2026-09"},{"n":5,"month":"2026-10"},{"n":0,"month":"2026-11"}],"companies_named_most":[{"name":"OpenAI","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"ASML","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/asml"},{"name":"Hugging Face","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/hugging-face"},{"name":"Intel","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"TSMC","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/tsmc"}],"headlines":[{"date":"2026-10-31","headline":"Intel beat estimates but issued a weaker outlook as PC sales fell on expensive memory.","outlet":"Peter H. Diamandis","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"date":"2026-10-27","headline":"Boston Consulting Group linked an estimated $3.5 trillion of products to gallium and other critical minerals.","outlet":"PR Newswire, all releases","companies":[]},{"date":"2026-10-27","headline":"Boston Consulting Group found industrial companies underestimate their exposure to critical-mineral shortages.","outlet":"PR Newswire, all releases","companies":[]},{"date":"2026-10-12","headline":"China holds over 90% of certain rare earths needed for chipmaking, SIA reports","outlet":"SCMP Tech","companies":[]},{"date":"2026-10-10","headline":"Memory price increases and AI infrastructure demand constrained the global PC market in Q3 2026.","outlet":"ZDNet Korea","companies":[]},{"date":"2026-09-14","headline":"OpenAI AI agents targeted RubyGems package registry in May 2026 cyberattack","outlet":"Golem","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-09-11","headline":"HBM memory has risen roughly fivefold in value over one year.","outlet":"Peter H. Diamandis","companies":[]},{"date":"2026-08-31","headline":"TSMC-linked AI-chip capacity is effectively sold out, especially when paired with DRAM.","outlet":"a16z","companies":[{"name":"TSMC","url":"https://www.frontiertechintelligence.com/companies/tsmc"}]},{"date":"2026-08-27","headline":"Memory now accounts for about half of AI infrastructure spending.","outlet":"Moonshots with Peter Diamandis","companies":[]},{"date":"2026-08-14","headline":"The global PCB shortage is pushing some Chinese manufacturers to quote 2028 delivery dates.","outlet":"Electronics Weekly","companies":[]}]}