PCB material shortages persist as capacity expansion extends beyond 2029

Rapid advances in AI and HPC are pushing PCBs toward higher layer counts, greater density and higher-performance materials, triggering an open-ended shortage of upstream materials and equipment. Capacity expansion is expected to stretch beyond 2029, according to Digitimes.

• AI and HPC demand PCBs with more layers and higher density
• Shortages hit both materials and production equipment
• Capacity expansion will not finish before 2029 and beyond