PCB prices are up 40% in a month because of a material most people have never heard of
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The big picture: Most people never think about what's inside a circuit board, but a little-known resin is quickly becoming a major concern for the tech industry. High-purity polyphenylene ether resin sits deep within the electronics supply chain, yet it plays a critical role in how printed circuit boards manage heat, maintain signal integrity, and ensure reliability. The material helps boards inside smartphones, laptops, data center servers, 5G base stations, cars, and countless other devices continue operating under demanding conditions. So when the petrochemical and industrial complex in Jubail, Saudi Arabia, went offline earlier this year, that obscure resin suddenly became a major concern for electronics manufacturers.
The disruptionat Jubail did not begin with the missile strikes on April 6 and 7. Plants had already been shut down in late March as...
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