Printed circuit board prices surge 40% in April after Iran attack disrupts supply
Updated
Updated · Reuters · Apr 27
Printed circuit board prices surge 40% in April after Iran attack disrupts supply
9 articles · Updated · Reuters · Apr 27
Iran's strike on Saudi Arabia's Jubail petrochemical complex halted SABIC's high-purity PPE resin output, which supplies about 70% of global demand, severely tightening material availability worldwide.
Electronics manufacturers, including Daeduck Electronics and Victory Giant Technology, face rising costs for resin, copper, and other materials, with copper foil prices up 30% this year and chemical material wait times quadrupling.
The disruption, driven by both supply chain shocks and soaring AI server demand, is expected to push the global PCB industry to $95.8 billion by 2026, with cloud providers bracing for further price increases.
The AI boom is causing a 'consumer chip winter.' When will everyday electronics become affordable again?
How are tech giants redesigning electronics to survive the permanent materials crisis?
Who are the unexpected corporate winners emerging from this global supply chain chaos?
Which countries will win the race for technological self-sufficiency amid this supply chain war?
Can new materials science break our dependence on vulnerable geopolitical flashpoints?
How will permanent new trade routes bypassing the Middle East reshape the global economy?