Memory spiked first, CPUs followed, now PCBs could be the next victim of the AI boom

TrendForce says DRAM and NAND costs will keep rising in Q2 2026 as AI data center demand remains strong.

Contract DRAM prices tied to server/high‑bandwidth capacity are expected to jump 58%–63% quarter‑over‑quarter in Q2.

NAND flash prices are forecast to rise about 70%–75% in the same period due to data center demand.

Broadcom reports PCB lead times have stretched from six weeks to six months; rising transport costs have pushed up silver, copper and plastic prices, and the US‑Iran conflict threatens further supply disruptions.

Intel and AMD face supply‑chain issues; OEMs like Dell and HP could raise PC prices 10%–15%; SSD supply is expected to tighten until late 2027–2028.