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AI demand triggers massive PCB shortage for PC makers as order books full until 2030 — lead times stretch to 30 months as material costs surge 12x

Tom's Hardware · US · Hardware · 10/29/2026, 11:25:25 AM

The AI industry continues to gobble up manufacturing resources that were once dedicated to serving PC, smart device, and gadget makers. Inevitably, the PCB industry has started to feel its effects.

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