First RAM, now circuit boards: AI demand is stretching some PCB orders to 30 months
- PC makers including HP and Dell are struggling to secure PCBs for 2027 as AI servers absorb board capacity
- Canon says AI-driven PCB shortages have doubled its expected medical sales hit to about ¥90 billion
- One supplier cites some orders taking up to 30 months even as Unimicron's chairman used the same figure for equipment, not boards
The AI infrastructure boom has already chewed through the world's supply of high-end memory, and it is now working its way down to the green slab everything else sits on. PC makers planning their 2027 lineups,
HP and Dell, among others, are struggling to secure enough printed circuit boards, according to a Nikkei Asia report summarized by Guru3D.
One board maker told the publication that lead times on a significant number of its products have doubled, with some orders stretching to 30 months, while another said an order placed today would...
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