Iran War Disrupts PCB Supply
Analysis based on 18 articles · First reported Apr 27, 2026 · Last updated Apr 27, 2026
The conflict in the Middle East, specifically Iran's strike on Saudi Arabia's Jubail petrochemical complex, has severely disrupted the supply of crucial raw materials like PPE resin, leading to a surge in printed circuit board (PCB) prices. This will negatively impact electronics manufacturers such as Samsung Electronics, SK Hynix, AMD, and Nvidia, as they face higher production costs and potential supply shortages, ultimately affecting their profitability and potentially consumer prices for electronic devices.
A conflict in the Middle East, specifically Iran's strike on Saudi Arabia's Jubail petrochemical complex in early April, has caused a significant disruption in the global supply chain for printed circuit boards (PCBs). The strike forced a halt in production of high-purity polyphenylene ether (PPE) resin by SABIC, which accounts for approximately 70% of the world's supply. This disruption, coupled with increasing demand for AI servers, has led to a surge in PCB prices, with a 40% increase in April alone. Electronics manufacturers like LG Electronics, whose customers include Samsung Electronics, SK Hynix, and AMD, are grappling with soaring costs and extended waiting times for materials. Victory Giant Technology Huizhou, a supplier for Nvidia, also warned of rising material prices. The broader impact includes disruptions to supply chains for plastics and oil, affecting various industries.
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