📊Executive Summary

The article discusses a significant raw material shortage impacting the components industry, particularly affecting the automotive sector. The shortage has led to increased prices and extended lead times for critical materials such as Ajinomoto Build-up Film (ABF) and glass substrates. As demand for high-performance CPUs and GPUs continues to rise, prices for ABF are expected to increase by 15-20%. Additionally, the glass substrate shortage may drive prices up by as much as 70%. The article highlights how the COVID-19 pandemic has exacerbated these shortages, leading to a constrained supply of printed circuit board (PCB) materials and increased costs for manufacturers. OEMs should prepare for ongoing pricing volatility and stock-outs in the near future....