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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.


















expo-ber25-Dieter-Weiss-pres

Strengthen PCB procurement in Europe – risks of Asian dependency

February 27, 2026
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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