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Evertiq September 8, 2026 neutral

PCB material shortages intensify as AI infrastructure absorbs laminate capacity

AI / LLMSemiconductorsSupply ChainData Center
While the semiconductor supply chain has dominated industry attention in recent years, a parallel bottleneck has been building in PCB base materials. AI data centre expansion is absorbing large quantities of high-grade laminates, leaving less capacity available for traditional industrial and automotive applications, according to a joint market analysis by STARTEAM GLOBAL and Würth Elektronik.
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