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First memory, storage, and now PCBsss: AI Boom Triggers Massive PCB Shortage With Orders Booked Until 2030, Posing Big Challenges For Consumer Hardware Vendors

Reddit r/LocalLLaMA ↗ · 2026-10-31 Cached

AI infrastructure demand is triggering a global PCB shortage, with order lead times stretching to 30 months and bookings filled until 2030, while copper-clad laminate material costs surge repeatedly, threatening higher prices for consumer hardware vendors.

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