Wire · operational-macro
PCB material shortages intensify as AI infrastructure absorbs laminate capacity
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Fusion42 · 8 September 2026 · Fusion42 review
AI data centre growth is driving a sharp rise in demand for high-grade PCB laminates and other base materials, causing severe shortages and supply chain tightness that squeeze capacity for industrial and automotive applications through at least 2026.
This Wire brief sits within Fusion42's coverage of AI Infrastructure, Semiconductors and Advanced Materials.
◆ ◆ The Wire takeaway
PCB manufacturers and designers face urgent material supply bottlenecks that could force you to rethink supplier relationships and prioritise AI-related customers. Your existing industrial or automotive PCB projects risk delay or cost rises as laminates get locked into AI infrastructure.
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1 source · 8 Sep 2026
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