据《日经亚洲》报道，业内人士称，随着AI需求吞噬产能，印刷电路板（PCB）和芯片基板已成为消费电子制造商的关键供应瓶颈。
AI Boom Tightens PCB and Substrate Supply, Pressuring PC Makers' 2027 Plans Industry insiders say printed circuit boards and chip substrates have become key supply constraints for consumer electronics makers as AI demand absorbs production capacity, according to Nikkei Asia.
报道发自台北，文章指出，包括惠普和戴尔在内的PC制造商高管正在规划2027年的供应需求，并将这一曾经的大宗商品组件视为新出现的担忧。电路板已为满足AI服务器的复杂需求而发生转型，现在被描述为必不可少的AI基础构建模块。
Reported from Taipei, the article notes executives at PC makers including HP and Dell are mapping supply needs for 2027 and view the once-commoditized component as an emerging concern. Circuit boards have been transformed to meet sophisticated demands of AI servers and are now described as essential AI building blocks.