Europe's PCB Comeback Is Colliding With a Supply Chain That Isn't Ready
Essential brief
Europe's printed circuit board industry is having a moment. Defence spending is up, AI is driving demand, and policymakers are finally talking about electronics as strategic infrastructure. But as
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Europe's printed circuit board industry is having a moment. Defence spending is up, AI is driving demand, and policymakers are finally talking about electronics as strategic infrastructure. But as I discovered in a recent EMS@C-Level conversation with Vytautas Ilgunas, Chief Commercial Officer at TLT PCB, and Raymond Goh, Chief Operating Officer at Confidee, the comeback is running headfirst into a supply chain that we spent the last two decades hollowing out. The demand is real. The capacity to serve it,
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Key topics in this update include europe, comeback, and colliding.