North American PCB Demand Hits 12-Month Peak—Capacity Crunch Ahead for Hardware Teams

North American PCB makers are hitting capacity limits as AI infrastructure, defense modernization, and supply chain reshoring collide to drive demand. At 1.24, the book-to-bill ratio signals a structural market shift, not a temporary spike. Hardware engineers must rethink timelines immediately: standard lead times are stretching to 8–12 days, and complex boards face acute constraints.