India's electronics firms face PCB squeeze as AI demand drives up costs

Electronics India's electronics firms face PCB squeeze as AI demand drives up costs Impact is being passed on to customers as prices for materials rise as much as 350% Printed circuit board makers globally are diverting more production to advanced and specialized pieces of engineering for more demanding artificial intelligence applications, hitting India's traditional users in the electronics industry. © Getty Images ANANTA AGARWAL November 10, 2026 10:56 JST BENGALURU -- India's electronics manufacturers are facing high costs and supply constraints for printed circuit boards as an increasing amount of capacity is captured by the booming demand for artificial intelligence-related hardware. Read Next Supply Chain AI boom sparks circuit board crunch across global tech supply chain Interview India's IT lobby chief warns grads could struggle to find jobs due to AI Supply Chain China's curbs on tungsten used in drill bits squeeze AI supply chain Semiconductors India's chip design startups struggle with final commercial hurdle Semiconductors DRAM prices double in 2026 as AI focus squeezes PC makers Tech Asia HP and Asus shift some PC making back to China due to AI-driven cost hikes Interview Fast-growing India is the next North America for Japan's Marubeni: CEO Latest on Electronics Electronics LG-backed Japanese startup eyes mass production of new OLED material Electronics Japan's Nidec misses deadline to obtain unqualified audit opinion Electronics Vietnam security ministry seeks Samsung's help on AI and chips Sponsored Content About Sponsored Content This content was commissioned by Nikkei's Global Business Bureau.