PCBs and chip substrates emerge as key supply constraints for consumer electronics

Industry insiders tell Nikkei Asia that PCBs and chip substrates are key supply constraints for consumer electronics makers as AI demand increasingly consumes production capacity. PC makers including HP and Dell are already mapping out supply needs for 2027.

• PCBs and chip substrates named the main bottleneck for electronics makers
• AI infrastructure demand is absorbing production capacity
• HP and Dell are planning 2027 supply needs