Rare Earth Shortage of Erbium and Yttrium Threatens Data Center Growth
August 28, 2026
Supply chain constraints on erbium and yttrium could disrupt optical signal amplification used in long-distance telecommunications. These shortages pose a direct threat to the scalability of data center infrastructure and semiconductor production.
HOW THIS AFFECTS YOU
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founderYou should evaluate hardware supply chain dependencies for infrastructure-heavy AI scaling.
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investorMonitor rare earth supply chains as a primary bottleneck for semiconductor and data center growth.