AI demand strains PCB supply, pushing lead times to 30 months
· Source: news.lavx.hu
In short
The surge in AI computing demand is significantly straining printed circuit board (PCB) manufacturing capacity, traditionally used by PC and gadget makers, resulting in lead times extending up to 30 months and dramatically increased costs for materials like copper laminate. PCB manufacturers and suppliers are investing heavily in capacity expansion and forming partnerships, notably with chip makers like Nvidia, to meet the booming demand but face challenges such as securing raw materials and retaining skilled workers.
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Tags: PCB, supply, lead times, AI demand, capacity, manufacturing