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A Circuit Board's Lead Time Says More About AI's Impact on the Electronics Industry Than Chips Do

A Circuit Board's Lead Time Says More About AI's Impact on the Electronics Industry Than Chips Do

In the fourth quarter of 2026, most of the electronics industry's attention is focused on chips and memory. But a more subtle signal is emerging: lead times for some PCB (printed circuit board) orders have stretched to 30 months. One supplier said that an order placed now might not ship until late 2028.

05

2026

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11

Beyond Chips: The Hidden Battle Over Connectivity

Beyond Chips: The Hidden Battle Over Connectivity

In the fourth quarter of 2026, most of the electronics industry's attention is focused on computing-power chips and memory chips. Profit data also confirms the heat of these two lines: in the first three quarters, electronics industry profits grew 1.0-fold year on year, with profits in the integrated circuit industry growing especially prominently, contributing more than 80% of the electronics industry's profit growth.

30

2026

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10

Electronic Info Manufacturing Profits Doubled — But Not Evenly

Electronic Info Manufacturing Profits Doubled — But Not Evenly

In the first three quarters of 2026, the electronic information manufacturing industry delivered a fairly impressive report card: total industry profits increased by 109.9% year on year, contributing 62% to the profit growth of all industrial enterprises above designated size. This figure is striking enough in any year.

23

2026

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10

Liquid Cooling: AI Computing Power's "Invisible Ceiling" Is Being Dismantled

Liquid Cooling: AI Computing Power's "Invisible Ceiling" Is Being Dismantled

In 2026, a field that few ordinary people had paid attention to in the past suddenly became hot—liquid cooling. As the power consumption of AI chips continues to climb, traditional air cooling has reached its physical limits, and liquid cooling has shifted from an "optional solution" to a "necessity."

16

2026

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10

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