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Phil-Stoten

Europe's PCB comeback is colliding with a supply chain that isn't ready

Europe's printed circuit board industry is having a moment. Defence spending is up, AI is driving demand, and policymakers are finally talking about electronics as strategic infrastructure. But as I discovered in a recent EMS@C-Level conversation with Vytautas Ilgunas, Chief Commercial Officer at TLT PCB, and Raymond Goh, Chief Operating Officer at Confidee, the comeback is running headfirst into a supply chain that we spent the last two decades hollowing out. The demand is real. The capacity to serve it, particularly in materials, is not.


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Alex-Ippich-speaker

Europe at a turning point for PCB base materials

As performance requirements for printed circuit boards continue to rise — driven by high-speed digital as well as RF and microwave applications — the development and selection of base materials is becoming a balancing act between electrical performance, regulatory compliance and supply chain resilience. What used to be a largely engineering-driven decision is now increasingly influenced by external constraints that are harder to control and even harder to predict.



expo-ber25-Dieter-Weiss-pres

Strengthen PCB procurement in Europe – risks of Asian dependency

Unilateral dependence on Asia for PCBs is a strategic risk. For six years, global geopolitics has been showing us more and more clearly that supply chains are fragile. The pandemic caused massive disruptions, semiconductor shortages led to allocations, the war in Ukraine exacerbated raw material uncertainties, and protectionist measures by the US and the deliberate isolation of Asian markets have made free global trade an illusion.


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