AI Boom Triggers Global PCB Material Shortages

The rapid growth of artificial intelligence (AI) data centers and high-performance computing has created a new supply chain bottleneck, causing global shortages in printed circuit board (PCB) base materials. Würth Elektronik and STARTEAM GLOBAL warn that while semiconductor shortages have dominated industry attention in recent years, demand for high-grade PCB laminates and other critical materials is now outpacing supply.

AI server PCBs require three to five times more layers than conventional designs, significantly increasing consumption of advanced PCB materials. The shortage affects copper-clad laminates (CCLs), copper foils, prepregs (specifically PP1080 and PP2116), high-performance resins, and tungsten carbide used in drilling and routing tools.

Industry experts do not expect meaningful relief in fiberglass fabric supply before 2028. The shortages are contributing to higher material costs, longer lead times, reduced pricing visibility, and tighter allocation measures throughout the supply chain.