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AI boom pushes PCB lead times to up to 30 months; HP and Dell scramble to secure 2027 supply

Expanding investment in artificial intelligence infrastructure is spreading supply shortages from high-bandwidth memory to printed circuit boards, with some PCB orders now taking up to 30 months, TechRadar reported. HP and Dell are struggling to secure boards needed for 2027 production. AI server PCBs require more layers and specialised materials, consuming manufacturing capacity. Materials and equipment lead times are also stretching, while PC makers face rising component costs.