Naphtha shortage disrupts industrial supply chains in East Asia
Story essentials
Japan and South Korea industrial sectors
East Asia, Strait of Hormuz
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Supply chain constraints for PCBs due to AI demand and regional conflicts
European PCB manufacturers face supply shortages for raw materials like epoxy resin and glass fabric. High demand for AI servers is straining Asian production capacity. Damage to epoxy resin facilities in Jubail, Saudi Arabia, due to the Iran war is exacerbating the shortage.
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