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Against the backdrop of AI infrastructure build-outs absorbing component capacity globally, hardware vendor lead times have stretched from historical windows of 30 to 60 days to more than 200 days.
That pressure produced a 65% year-over-year jump in backlog for CSP Inc.'s Technology Solutions division in the third quarter ended June 30, 2026, widening the company's operating loss to $1.5 million from $1.2 million a year earlier.
The wider loss also captured one-time actuarial and legal costs of roughly a couple hundred thousand dollars tied to the buyout and sale of the company's UK pension plan to an insurance company.
Hardware cycle and the read-through for integrators Management said it expects supply constraints to persist for at least another year, with shortages in memory, hard drives, and processors as the primary bottleneck, not any regulatory restriction.
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