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AI squeezes chip component capacity as Zyxel flags longer lead times, higher memory costs
What happened
Taiwan-based networking equipment maker Zyxel Group's operations weakened in the third quarter of 2026, with the source attributing this to slowing capex by global telecom operators and surging prices for memory and other components. The company posted consolidated revenue of NT$7.753 billion (US$236.7 million) for the quarter, down 11.4% quarter-over-quarter but up 20.8% year-over-year, as overall customer demand recovered. The headline also indicates that AI is squeezing chip component capacity, with Zyxel flagging longer lead times and higher memory costs.
Impact and signal
High impactImpact score: 88/100
Affected components and suppliers
memory
Zyxel Group
memory priceslead timesnetworking equipmentAI capacity squeezetelecom capex
Source and time
Source: DigiTimes Asia · 11/4/2026 · View original source
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