Sources and executives: the war in the Middle East disrupted crucial PCB raw material supplies; Goldman Sachs says PCB prices surged as much as 40% MoM in April

TLDR

• Middle East conflict disrupted PCB raw material supplies, driving prices up as much as 40% month-over-month in April per Goldman Sachs.

Key Facts

• Printed circuit board prices surged as much as 40% month-over-month in April 2026.
• Goldman Sachs cited the price increase in its reporting.
• The conflict disrupted supplies of raw materials used in PCB manufacturing.
• Sources and executives confirmed the supply chain disruption.

Why It Matters

• PCBs are a foundational component across consumer electronics, industrial, and defense hardware.
• A 40% monthly price jump passes costs upstream to tech firms relying on these components.

Reuters · 2026-04-27 · Read the original