AI boom keeps PCB supply chain tight through 2027

Surging demand for AI servers and high-speed networking since the second half of 2025 has tightened supply of PCBs, IC substrates and critical materials. Material and equipment shortages are expected to persist into 2027.

• AI server and networking demand strains PCB and IC substrate supply
• Shortages of key materials and equipment to persist into 2027
• Tightening began in the second half of 2025