PCB performance largely depends on upstream materials. High-frequency, high-speed copper-clad laminates from suppliers like Shengyi Technology, Rogers, and Panasonic form the foundation for premium AI server PCBs. It is often called the “Mother of Electronic Products. ” It is a carrier where conductive circuits and connection holes are etched onto an insulating substrate, like a copper clad laminate. Its core functions go far beyond physical support: Electrical. Key PCB material suppliers announced price hikes of 10-30% for 2026, citing rising chemical and raw material costs. The supply crunch is causing production delays for AI. TrendForce data shows that the AI server market value will reach US$298 billion in 2025, and shipments in 2026 will increase by 28. Within this hardware ecosystem, printed circuit boards (PCBs) play a critical role as the structural foundation for electronic components and the provider of electrical. Across the PCB sector, supply chain pressure is no longer cyclical background noise — it has become a structural reality that must be actively managed. Over recent months, upstream raw materials including glass yarns and fabrics, copper foils (particularly VLP 1–5, RTF, and heavy copper), low‑loss. “AI servers have higher requirements on chip performance and transmission rate, and usually need to use high-end GPU graphics cards and higher PCIe standards, which will drive the value of AI server PCB to increase significantly. ” Fangrong Technology Senior Engineer Zhou Di told the Financial.
