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
Wysyłanie... Proszę czekać, może to chwilę potrwać…
Uzyskaj dostęp do naszego PCB supply chain outlook
Aby uzyskać dostęp do PCB supply chain outlook, wypełnij krótki formularz poniżej.
Link do strony pobierania zostanie wysłany na Twój adres e-mail. Jeśli go nie otrzymasz, sprawdź folder ze spamem.
Your contact information will be saved and will be used to send a link to the page where you can download the PCB supply chain outlook. The email address you have provided may be used to send you information we think you may find interesting. Your contact information will only be used by NCAB Group. By clicking on “Send” you will be agreeing to this. For further information about how NCAB processes your personal information, please see our Privacy Policy.