The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is no longer limited to low-CTE fiberglass fabrics used in CoWoS substrates; shortages are now spreading to low-Dk fiberglass fabrics for copper-clad laminates (CCL), high-volume-low-profile (HVLP) copper foil, and coated microdrills required for PCB drilling.