Networking equipment faces memory-led component bottlenecks in late 2026

The source report says demand for networking gear remains supported by AI data-center builds and faster network upgrades. The constraint is now on the component side: memory, PCBs and passive parts are all described as tight, with delivery windows stretching out. For RamTrend, the memory reference is important because networking equipment is part of the same AI infrastructure pull that is absorbing server DRAM and related components. If networking vendors are also competing for constrained memory supply, the effect can reinforce allocation pressure across data-center hardware rather than staying isolated to accelerators or servers. The signal points to firmer pricing for relevant memory categories through the current build cycle.