The message across the supply base remains clear: The industry continues with its seismic reset, the PCB supply chain experiences immense tightening with no short-term relief expected.
How to act to stay ahead with the drastic shift in the PCB market
AI related demand shows no sign of slowing. It is driving the consumption of capacity and materials to such a degree that the impact this is having upon the total PCB supply chain cannot be underestimated. Especially in the base material part of the supply chain, where cash is king in terms of supply prioritization.
With multiple variables impacting predictions, we expect conditions to ease somewhat as we move through the second half of 2027. However, it may not be until mid-2028 that we see meaningful relief.
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. The Outlook is updated quarterly and available for downloading now is the September 2026 issue.
Download our PCB supply chain outlook for September 2026 and learn about:
1. THE SUPPLY CHAIN IS BEYOND STRETCHED
2. PCB SUPPLY CHAIN CONDITIONS
3. GLOBAL PCB MARKET CONDITIONS
4. FUTURE OUTLOOKming fuel shortages.
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