CCL up 70%, MLCC prices soaring 300%, solder paste jumping 60% — the AI infrastructure buildout is siphoning high-end PCB manufacturing capacity from every other sector. What buyers need to do right now.

PCEA announces PCB West 2026 assembly-focused program with 10 sessions covering solder paste advances, bismuth low-temperature alloys, and Type 5 paste for ultra-fine-pitch components. Santa Clara convention draws 2000+ professionals.

The Global Electronics Association reports North American PCB bookings surged 102.8% year-over-year in May 2026, pushing the book-to-bill ratio to 1.60 — a historic level driven primarily by AI server and data center infrastructure buildout. What this means for PCB supply chains, lead times, and material availability.

China's major electronics manufacturers report a 103.9% year-over-year profit surge in early 2026, driven by AI server demand and export growth. Analysis of how this boom affects PCB supply chain pricing, lead times, and capacity allocation for international customers.

The world PCB market is on track to reach $112 billion in 2026 — up 14% from $98B in 2025 — with growth concentrated in AI-driven segments: HDI substrates, high-layer-count multilayer, and ABF packaging, according to Contexo/Custer Consulting composite estimates.