PC makers report surging prices across different components — increasing costs are going beyond memory chip and processors, now affecting PCBs, plastic materials, and more

PC makers are facing escalating prices across various components beyond memory chips and processors, impacting PCBs, plastic materials, and more. The supply chain is strained due to factors like the AI infrastructure build-out, limited production capacity, and geopolitical tensions. Price hikes and supply constraints are being experienced by PC manufacturers globally, with lead times for printed circuit boards extending to six months. The industry, already familiar with shortages, is now grappling with increased costs for essential materials, potentially leading to significant impacts on the global supply chain. The conflict in the Middle East further exacerbates the situation, affecting the transportation of crucial resources like oil and materials used in chip manufacturing.