July 2026
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The AI-Driven Price Storm: Why PCB Raw Material Costs Are Surging Globally
Since the second half of 2025, prices for copper-clad laminate, copper foil, and glass fabric have risen sharply in successive waves. An AI compute arms race is triggering a fundamental restructuring ...
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How the AI Boom Is Triggering a Global Capacitor & Resistor Shortage
In 2026, a quiet but accelerating supply storm is sweeping through global electronics markets. The culprit isn't GPUs or memory chips — it's the humble capacitor and resistor, components small...
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How AI Is Driving the Global Storage Price Surge
DRAM prices up 300% in three months. NAND Flash doubled in six. Enterprise SSD revenue exploded 86% in a single quarter. This is not a normal cycle — it is a structural reallocation of the world's...
