Unimicron warns of double-booking risks as AI PCB capacity race strains supply chains

Unimicron executive president Timothy Lan said rapid AI-driven demand is putting new pressure on the PCB supply chain. Equipment constraints, shorter product development cycles and overlapping capacity commitments, including double-booking risks, are emerging as key challenges.

• Unimicron flagged double-booking of capacity as a key risk for AI PCBs
• AI demand shortens development cycles and strains equipment suppliers
• Overlapping capacity commitments add uncertainty to the supply chain