📊Executive Summary

The article discusses the increasing focus on printed circuit boards (PCBs) amid rising demand for artificial intelligence (AI) computing and the associated risks in defense supply chains. As the U.S. targets China's dominance in PCB manufacturing, procurement teams should be aware of potential shifts in sourcing strategies and the implications for component availability and pricing. The geopolitical landscape is shifting, which may impact procurement decisions related to PCBs and other critical components. Companies should evaluate their supply chains in light of these developments to mitigate risks and ensure continuity in sourcing....