Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL) materials are already in short supply, and land, plant space, and machinery are also becoming scarce resources.
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| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | AI server demand revives long-term MLCC supply agreements as shortages intensify | 0 | 12.37 | 03-08-2026 |
| 2 | The AI rush is hitting a bottleneck | -2 | 6 | 27-04-2026 |
| 3 | India expands chip talent pipeline amid surging global chip demand | 0 | 7.35 | 03-08-2026 |
| 4 | OpenAI and Broadcom announce chip designed for LLM inference at scale | 0 | 7 | 24-06-2026 |
| 5 | Battery start-ups see ‘crazy’ demand to smooth power surges in data centres | 2 | 7 | 02-07-2026 |
| 6 | Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive | 0 | 11.25 | 03-08-2026 |
| 7 | Бум строительства дата-центров создает новую угрозу для автомобильной промышленности | 0 | 7 | 17-07-2026 |
| 8 | The AI frenzy is creating a big problem for consumer electronics | -2 | 6 | 08-01-2026 |
| 9 | AI Boom Is Making Your Gadgets More Expensive! Here's Why | 0 | 7 | 08-07-2026 |
| 10 | Google and Intel deepen AI infrastructure partnership | 0 | 11.72 | 09-04-2026 |