AI Boom's Hardware Squeeze Hits Consumer Products as E-Bike Maker Redesigns Mid-Production

AI infrastructure demand has consumed PCB and IC capacity beyond data centers. Rivian spinoff Also blamed PCB and IC shortages for TM-B e-bike delays, forcing engineers to source substitute materials deviating from the original design and re-run testing. The spillover affects e-bikes, consumer electronics, and automotive subsystems sharing the same supplier pools.