NuAxiSemiconductor trade intelligence
AI demand, resin shock stretch India PCB shortage into 2027
What happened
The printed circuit board (PCB) shortage that Indian electronics makers expect to worsen in the coming months is part of a global squeeze. The source explicitly states the causes: AI servers are absorbing high-end laminate, glass fiber cloth, and Ajinomoto Build-up Film (ABF) capacity; the war in West Asia has cut off a key resin; and equipment for new capacity can take up to 30 months to deliver. Supply chain estimates cited in Taiwan suggest the tightest materials will ease only gradually, from the second half of 2027 through 2028.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
printed circuit board (PCB)high-end laminateglass fiber clothAjinomoto Build-up Film (ABF)resin
PCB shortageIndiaAI serversresinsupply squeezelead time
Source and time
Source: DigiTimes Asia · 11/2/2026 · View original source
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