ChipsTom's Hardwareabout 3 hours ago
AI Demand Causes PCB Shortage Until 2030
3 min read
AI demand triggers a massive PCB shortage for PC makers as order books fill until 2030. Lead times stretch to 30 months while material costs surge 12x. CCL costs rose 20% to 30% to retain staff. Nvidia partners with major substrate makers to expand capacity by 2.5x over three years.
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