Ad
Ad
new-technologies_2

AI infrastructure boom reshapes electronics supply chain, says in4ma

July 29, 2026
The unprecedented wave of investment in artificial intelligence infrastructure is transforming the global electronics supply chain, with growing consequences for PCB manufacturers, material suppliers and OEMs worldwide. According to new research from in4ma and EMSNOW, demand generated by hyperscale data centre operators is driving up PCB prices, stretching lead times and redirecting manufacturing capacity towards AI applications.


























Phil-Stoten

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

July 13, 2026
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.








Load more news
© 2026 Evertiq AB July 28 2026 10:43 am V31.11.2-1
Ad
Ad