AI demand, resin shock stretch India PCB shortage into 2027

The printed circuit board (PCB) shortage that Indian electronics makers expect to worsen in the coming months is part of a global squeeze. AI servers are absorbing high-end laminate, glass fiber cloth, and Ajinomoto Build-up Film (ABF) capacity; the war in West Asia has cut off a key resin; and equipment for new capacity can take up to 30 months to deliver. Supply chain estimates cited in Taiwan suggest the tightest materials will ease only gradually, from the second half of 2027 through 2028.