PCB material shortages persist as capacity expansion extends beyond 2029

What happened

Rapid advances in AI and high-performance computing (HPC) are driving PCBs toward higher layer counts, greater density, and higher-performance materials, triggering an open-ended shortage of upstream materials and equipment. Key suppliers of copper-clad laminates (CCL), copper foil and drill bits are launching capacity expansion plans covering the next 3-4 years; the title indicates the expansion extends beyond 2029. These expansions are in a planned status; the source does not state specific expansion scale, investment amounts, or whether they have been implemented.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 10/20/2026 · View original source