Iran conflict disrupts circuit board supply, raising tech prices and risking shortages.

The ongoing conflict involving Iran has disrupted the supply of key raw materials for printed circuit boards (PCBs), essential components in electronics. This disruption, triggered by an Iranian strike on a Saudi petrochemical complex, has caused PCB prices to surge by up to 40% and increased costs for related materials like copper foil. The supply chain delays and rising costs are expected to lead to higher prices and potential shortages of consumer electronics later this year, especially during peak shopping seasons. Demand for AI infrastructure further strains supply, making price increases and limited availability likely to persist.