Iran war disrupts the circuit board supply chain, raises costs for tech firms

The Iran war has disrupted supply chains for printed circuit boards (PCBs), pushing raw-material lead times and costs sharply higher. PCB prices jumped as much as 40% month-on-month in April amid surging demand for AI servers, while copper foil — a key input — has rallied about 30% year-to-date. Suppliers such as Daeduck and Victory Giant have opened price talks with customers (including AMD and Nvidia clients), and resin lead times have extended from ~3 weeks to ~15 weeks. The squeeze raises production costs and margin pressure for tech companies, an outcome that can weigh on US technology-heavy indices (US Tech 100) even as cloud providers signal willingness to absorb some price rises. The market implication is higher input-driven inflation for hardware makers, potential margin hits for OEMs, and continued cost passes into downstream pricing and capital expenditure plans.