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

The AI industry continues to consume manufacturing resources once dedicated to PC, smart device, and gadget makers. Following price increases in RAM, GPUs, and SSDs through 2026, PCBs are now facing similar shortages. According to Nikkei Asia, leading PC and PCB industry managers confirm upcoming PCB and subcomponent shortages and price rises.

PC makers are already experiencing 30-month lead times for PCB orders, with order books filled until 2030. Material costs have surged dramatically, creating significant challenges for manufacturers who rely on these essential components.