L’IA assèche l’approvisionnement en matériaux pour circuits imprimés
据 Würth Elektronik 和 Starteam Global 透露，在半导体短缺之后，电子产业正面临新的瓶颈：AI 数据中心正在大量吸走高品质 PCB（印制电路板）所需的层压板材料，导致供给吃紧、价格上涨，且这一紧张局面可能持续到 2028 年。
过去几年，电子行业的关注点主要集中在半导体供应问题上，但如今，材料端的压力正在迅速上升。Würth Elektronik 与 Starteam Global 指出，AI 基础设施建设对高性能电子材料的需求异常强劲，尤其是用于高端电路板的高等级层压板，正被数据中心项目大量消耗，进而挤压传统电子制造的可用供应。
两家公司认为，这一趋势已经不只是短期波动，而是可能演变为中长期的结构性短缺。随着 AI 服务器和数据中心持续扩张，对高可靠性、高性能 PCB 的需求同步增长，相关材料市场将面临更明显的供需失衡，价格也可能因此持续承压，直到 2028 年前后才有望缓解。
这一变化意味着，电子产业的供应链风险正在从芯片端向材料端扩散。对于依赖高品质 PCB 的厂商而言，未来不仅要应对采购成本上升，还可能面临交期延长和产能受限等连锁影响。
According to Würth Elektronik and Starteam Global, the electronics industry is facing a new supply bottleneck after semiconductors: high-quality laminates used for printed circuit boards are being increasingly absorbed by AI data centers, creating shortages and pushing prices higher through 2028.
For the past few years, the sector has focused mainly on chip supply constraints, but the pressure is now shifting upstream to the materials needed to make circuit boards. The companies warn that demand from AI infrastructure is tightening availability of these premium laminates, which are essential for advanced electronic applications.
The result, they say, is a market in which shortages and price increases are likely to persist for several years, with the imbalance expected to last until at least 2028.
Selon Würth Elektronik et Starteam Global, après les semi-conducteurs, un nouveau goulot d’étranglement menace l’électronique : les centres de données d’IA absorbent les stratifiés de haute qualité, provoquant pénuries et hausses de prix jusqu’en 2028. Alors que l’industrie électronique s’est surtout concentrée sur les semi-conducteurs ces dernières années, un nouveau goulot d’étranglement se profile : […]
Cet article L’IA assèche l’approvisionnement en matériaux pour circuits imprimés a été publié par VIPress.net.
AI data centers are increasingly consuming high-quality PCB laminates, creating supply shortages and price increases through 2028—shifting the next bottleneck from semiconductors to PCB materials.
Würth Elektronik — PCB components/materials supplier, Germany.
Starteam Global — electronics supply-chain/PCB materials sourcing and distribution, likely Europe (exact HQ not stated).
[Strongly track] — material procurement risk for PCB laminates could ripple across electronics pricing and availability for years.