Logitech CEO Hanneke Faber battles chip shortage and Middle East logistics woes

Logitech's chief executive Hanneke Faber has been traveling to chip manufacturers in Asia and Switzerland, pleading for components as artificial-intelligence demand creates a severe shortage. She warned that the crunch is likely to persist for the next twelve to eighteen months, impacting everything from keyboards to gaming gear. Compounding the problem, recent conflict in the Middle East has disrupted shipments through the Strait of Hormuz, prompting Logitech to reassign its Europe-Middle-East-Africa distribution from Dubai to sites in the Netherlands and China.

To sustain revenue growth, the company relies on introducing higher-priced products rather than raising existing prices, exemplified by the $180 Superstrike gaming mouse that set a Guinness World Record for click speed. Faber also noted that voice-based AI is opening new use cases for Logitech's peripherals, such as gaming pedals aiding voice-to-code workflows. The firm reported fiscal 2026 sales of $4.84 billion, a 6% increase, with record non-GAAP operating income of $911 million, while supply-chain disruptions cost roughly $5 million in Q1 and are expected to reach $15 million this quarter.