How Exception PCB Supports Customers Through the PCB Materials Supply Pressures

Disruption across the global PCB materials supply chain has increased significantly in recent months. Exception PCB expects conditions to become more challenging before they improve, and we want to be transparent with customers so they can plan accordingly.  

This is not a standard period of price fluctuation. The supply and allocation of key raw materials is undergoing a structural shift that is already extending lead times, tightening availability on certain grades, and adding sustained upward pressure on pricing. 

For customers with upcoming programmes that depend on standard FR4 or multilayer laminate construction, early engagement with Exception PCB is the most effective way to protect supply and maintain schedule. 

WHY PCB MATERIAL COSTS ARE RISING 

Glass fabric sits at the centre of this disruption. 

It is a fundamental input for standard FR4 construction and forms the backbone of the broader PCB laminate supply chain. As capacity tightens, suppliers are increasing prices, extending lead times, reducing confirmed volumes, and in some cases restricting new orders through formal allocation. 

Demand from higher-end applications, particularly high-performance computing for artificial intelligence (AI) and data centres, is absorbing significant upstream material capacity. These applications typically operate at higher volumes and margins, which pulls available supply in their direction. 

Standard FR4 grades are receiving lower priority as a result. 

Laminate manufacturers are now using formal allocation practices more widely. The traditional model of ordering materials on demand no longer provides reliable access to short lead times or immediate availability. 

LESSONS FROM THE SEMICONDUCTOR SHORTAGE 

Current conditions carry clear similarities to the semiconductor market during the COVID-19 pandemic. 

Demand shifted rapidly, capacity tightened, and much of the industry responded too late. Lead times that had previously been measured in weeks extended to months, and in some cases beyond a year. Customers who secured allocation early, shared forecasts with suppliers, and committed to volume were best placed to protect supply. Those who waited moved to the back of a long queue. 

The PCB laminate market is approaching a similar point. Customers can still act proactively, but that window will not remain open indefinitely. 

THE NEAR-TERM IMPACT ON YOUR PROGRAMMES 

Customers using standard FR4 or multilayer laminate construction should plan for the following near-term impacts: 

• Price increases: FR4 laminate costs have already risen. Suppliers expect further increases through 2026. Buyers should review programme budgets using current pricing rather than historic rates. 
• Extended lead times: Allocation limits available supply. Lead times are already increasing on some grades and are likely to rise further for customers without secured material. 
• Potential shortages on specific grades: Rigid FR4 grades and prepreg for multilayer boards face the greatest near-term pressure. Thin-core and specialist laminates appear less affected at this stage. 
• Greater risk from reactive purchasing: Ordering close to the point of need is becoming harder to manage. Material must move efficiently through the supply chain, and manufacturers can no longer rely on large consignment stocks in the same way. 

HOW TO PROTECT YOUR SUPPLY POSITION 

Exception PCB recommends that customers engage with us earlier than usual regarding upcoming requirements. By sharing forward demand visibility, you enable us to: 

• Understand your requirements as early as possible 
• Assess whether we can secure material or hold stock ahead of confirmed need 
• Review alternative materials where appropriate 

Customers can strengthen their position further by giving clear forecasts, taking delivery as planned, and maintaining payment discipline. In an allocation environment, suppliers prioritise reliable customers, and Exception PCB uses its supplier relationships to protect customer supply wherever possible. 

Any programme planned over the next six to twelve months that depends on standard FR4 or multilayer laminates should be discussed with us before order placement. 

OUR COMMITMENT 

This disruption is not specific to Exception PCB. It affects the global supply chain from material producers through to PCB manufacturers and end users. Exception PCB is taking proactive steps to limit the impact on customers where possible, and we will continue working closely with our supply chain partners as the situation develops. 

We will keep customers informed as conditions change. In the meantime, if you have upcoming FR4 programmes and want to review your material position, please contact us as soon as possible.