The surging demand for PCBs continues and is expected to put further pressure on the supply chain. This is primarily driven by the rapid growth of Artificial Intelligence (AI), expanding data center infrastructure, and continued volatility in the commodities market.
How to act to stay ahead with the drastic shift in the PCB market
We see continued price increases for both gold, copper foil and copper clad laminate. Since December 2025, the price of gold has increased by about 20%, and the price of laminate by about 15-20%.
The current situation is not driven by price alone, but also by material availability. There is a shortage of high-grade materials required for advanced applications. Increased demand for these materials limits production capacity and extends lead times. This, in turn, reinforces price pressure and reduces availability of standard and mid-technology materials.
In our PCB supply chain outlook, we outline the macroeconomic drivers behind these changes and provide actionable strategies for procurement leaders to secure supply and manage costs in what is becoming a seller’s market.
The Outlook is updated quarterly and available for downloading now is the February 2026 issue.
Download our PCB supply chain outlook for February 2026 and learn about:
1. MARKET OUTLOOK: Spillover effects from the expanding server market
2. THE COST DRIVERS: A commodities ”supercycle”
3. FINANCIAL IMPACT: How rising costs are affecting PCBs
4. MITIGATION STRATEGIES: How to act to stay ahead
5. FUTURE OUTLOOK: 2026 and beyond
6. CONCLUSION
The PCB supply chain outlook is written in English.
Senden... Bitte warten Sie, da dies eine Weile dauern kann...
Downloaden Sie unseren PCB supply chain outlook
Um auf PCB supply chain outlook zuzugreifen, füllen Sie bitte das Formular aus.
Sie erhalten einen Link zur Download-Seite per E-Mail - bitte prüfen Sie Ihren Spam-Ordner, falls Sie ihn nicht erhalten.
Ihre Kontaktdaten werden gespeichert und verwendet, um Ihnen einen Link zu der Seite zu senden, auf der Sie unseren PCB Supply Chain Outlook herunterladen können. Die von Ihnen angegebene E-Mail-Adresse kann verwendet werden, um Ihnen Informationen zu senden, die für Sie interessant sein könnten. Ihre Kontaktdaten werden ausschließlich von der NCAB Group verwendet. Durch Klicken auf „Senden” erklären Sie sich damit einverstanden. Weitere Informationen darüber, wie NCAB Ihre personenbezogenen Daten verarbeitet, finden Sie unter Datenschutz.