Brief: AI Demand For Chips Will Impact Ericsson's Input Costs Until Supply And Demand Stabilises, CFO Says

Telefonaktiebolaget LM Ericsson

17/04/2026 06:53

April 17 (Reuters) - Telefonaktiebolaget LM Ericsson ERICb.ST:

ERICSSON CFO SANDSTROM SAYS AI DEMAND FOR CHIPS WILL IMPACT ERICSSON'S INPUT COSTS UNTIL SUPPLY AND DEMAND STABILISES AGAIN

ERICSSON CFO: CO IS WORKING WITH SUPPLIERS TO MITIGATE THIS, WILL NEED TO WORK WITH CUSTOMERS TO SHARE BURDEN OF THIS

ERICSSON CFO: NO MATERIAL IMPACT FROM WAR IN MIDDLE EAST, WE HAVE BEEN REROUTING TRANSPORTS

ERICSSON CFO: IN MIDDLE EAST, A SMALL IMPACT ON CLOUD SOFTWARE SERVICES, WHERE SOME PROJECT DELIVERIES WERE A BIT DELAYED

Further company coverage: [ERICb.ST]

 (Reporting by Gianluca Lo Nostro, Agnieszka Olenska)

 ((gianluca.lonostro@thomsonreuters.com))