Iran war disrupts the circuit board supply chain, raises costs for tech firms [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Yahoo! Finance
materials and pushed up prices of the printed circuit boards (PCB) used in almost ?all electronic devices, from smartphones and computers to AI servers, industry sources and executives said. The disruption is a ?fresh blow to electronics manufacturers which are already grappling with soaring memory chip costs and highlights the broadening impact of the Iran war that has ?wreaked havoc on supply chains, plastics, and oil supplies. Iran struck Saudi Arabia's Jubail petrochemical complex in early April, forcing a halt in production of high-purity polyphenylene ether (PPE) resin — a critical base material used to manufacture PCB laminates. SABIC, which accounts for approximately 70% of the world's high-purity PPE supply and operates in the Jubail complex on the Gulf coast, has been unable to resume output, severely tightening ?the availability of the material worldwide, according ?to one source. Shipping in and out of the Gulf has also been severely disrupted by the war. PCB price
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