At the risk of sounding like a broken record: if there's any computing or computing-adjacent device you're thinking of buying, better do it now. The latest development in the story of AI-driven shortages comes from Transcend, which has just let its resellers know that manufacturing of its wares will be delayed due to shortages at upstream suppliers stemming from the ongoing AI datacenter boom.
In a letter sent to its customers on Tuesday, Transcend said that SanDisk and Samsung, both of whom supply the requisite NAND flash chips, have delayed their deliveries a second time. In turn, that means that Transcend hasn't gotten any chip deliveries since October and consequently its Q4 2025 allocation of chips has been further reduced.
