Tech companies experiencing supply chain bottlenecks.
| ticker | Company Name | Evidence of supply chain bottlenecks | Bottleneck details | Details | Cause | Item | Source | Market Cap |
|---|---|---|---|---|---|---|---|---|
| CRWV | CoreWeave, Inc. | Management said “supply chain is immensely difficult” and also noted “everyone gets hit by supply chain problems.” | Bottlenecks tied to bringing “utterly enormous engineering projects” online; company also discussed where “the bottleneck in the market today” sits around power/data center infrastructure. | CoreWeave said supply chain is "immensely difficult" and that everyone gets hit by supply chain problems. It said the near-term bottleneck of growth is on the data-center side, especially delivering infrastructure at scale, and specifically called out that electrical engineers are critical and hard to add quickly. It also said it is focused on ensuring it can get the components needed to deliver infrastructure, with increasing focus on memory. | Operational complexity of large data-center buildouts, shortage of skilled electrical engineers, and persistent supply-demand imbalances for components. | Data-center infrastructure capacity, components, memory, and skilled electrical-engineering labor | Mar 4, 2026 Conference Call | $64.62B |
| KLAC | KLA Corporation | Management highlighted “critical supply chain,” said investors ask “what's the bottleneck now,” and noted customers/customers’ customers are “supply constrained.” | Tightness tied to ramping capacity to support growth; KLA also said “High-bandwidth memory is a shortage” and discussed component tightness/lead times. | KLA said the bottleneck is moving, but right now it is a memory shortage, specifically high-bandwidth memory. It also said there are not enough fabs, customers are supply constrained, and long procurement cycles for items like glass and volume optics create supply-chain pressure. | Rapid AI-driven demand, insufficient fab capacity, and shortages in high-bandwidth memory; long lead times for critical components like glass/optics. | High-bandwidth memory, fab capacity, glass, and volume-level optics | Mar 12, 2026 Conference Call, Apr 29, 2026 Earnings Call | $226.27B |
