Logitech Chief Executive Hanneke Faber says artificial intelligence demand is intensifying a chip shortage that affects nearly the company's entire product range. After months of visiting suppliers in Asia and Switzerland, Faber expects limited relief for roughly the next year to 18 months. Logitech is also rerouting distribution from Dubai because the Middle East conflict has disrupted shipments through the Strait of Hormuz. The company is increasing research and development and marketing investment in fiscal 2027 after fiscal 2026 sales rose 6% to $4.84 billion, while supply disruptions cost about $5 million in the January-to-March quarter and are projected to cost approximately $15 million in the current period.