US EditionIran war disrupts the circuit board supply chain, raises costs for tech firms
Goldman Sachs analysts said PCB prices jumped as much as 40% in April, as shortages of resin, copper foil and glass fiber strained supply.
- Iran struck Saudi Arabia's Jubail petrochemical complex in early April, halting production of high-purity PPE resin that SABIC supplies to approximately 70% of the world market, severely tightening global availability.
- The Middle East conflict has disrupted raw material supplies for printed circuit boards , with Victory Giant Technology warning earlier this month that tensions could elevate resin and copper prices.
- PCB prices surged as much as 40% in April from March, Goldman Sachs analysts reported, while lead times for epoxy resin stretched to 15 weeks from three weeks previously.
- Daeduck Electronics has begun price increase discussions with customers including Samsung Electronics and AMD, as cloud service providers appear willing to accept higher costs amid supply constraints.
- According to a report from Prismark, the global PCB industry is projected to grow 12.5% to reach $95.8 billion in 2026, indicating material pressures may persist throughout the year.
20 Articles
20 Articles
The Iran war is hitting the AI supply chain where it hurts
Iran’s strike on SABIC’s Jubail petrochemical complex in early April halted production of the resin used to make PCB laminates. Goldman Sachs analysts say prices surged 40% in April alone. A South Korean supplier to Samsung and AMD says epoxy resin wait times have stretched from three weeks to fifteen. The Iran war that began […] This story continues at The Next Web
Iran war disrupts circuit board supply chain, raises costs for tech firms
The conflict in the Middle East has disrupted supplies of crucial raw materials and pushed up prices of the printed circuit boards used in almost all electronic devices, from smartphones and computers to AI servers, industry sources and...
Iran war disrupts the circuit board supply chain, raises costs for tech firms
The conflict in the Middle East has disrupted supplies of crucial raw materials and pushed up prices of the printed circuit boards (PCB) used in almost all electronic devices, from smartphones and computers to AI servers, industry sources and executives said. The disruption is a fresh blow to electronics manufacturers which are already grappling with soaring memory chip costs and highlights the broadening impact of the Iran war that has wreaked …
Coverage Details
Bias Distribution
- 39% of the sources are Center, 38% of the sources lean Right
Factuality
To view factuality data please Upgrade to Premium
