AI datacentre boom triggers PCB shortages up to 30 months

The rapid expansion of AI infrastructure is reportedly creating severe shortages and extended lead times across the global PCB industry as manufacturers prioritize high-value AI hardware over consumer electronics. Materials such as copper-clad laminates are seeing massive price pressures, while suppliers struggle with manufacturing capacity, equipment lead times, and a shortage of experienced engineers. The author argues that this AI-driven supply chain disruption mirrors previous memory and GPU crises and warns of potential economic instability if the current investment boom slows down. Open article →