Component supply chain pressure
Surging global AI demand is putting pressure on component prices and supply chains, which could impact margins if not passed through.
Netweb Technologies India · Material risks, their source context, and severity in the latest available quarter.
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Surging global AI demand is putting pressure on component prices and supply chains, which could impact margins if not passed through.
Analyst noted that no large order wins or L1 announcements were made in recent quarters, raising concerns about pipeline conversion.
Despite higher base business share, gross margins did not improve sequentially, indicating potential margin pressure from AI segment mix.