Iran’s strike on SABIC’s Jubail petrochemical complex in early April halted production of the resin used to make PCB laminates. Goldman Sachs analysts say prices surged 40% in April alone. A South Korean supplier to Samsung and AMD says epoxy resin wait times have stretched from three weeks to fifteen. The Iran war that began with US and Israeli coordinated strikes in late February 2026 has now reached the printed circuit board supply chain. This infrastructure underlies almost every electronic device, from smartphones and laptops to the AI servers that hyperscalers are racing to deploy. Prices of printed circuit boards (PCBs) surged as much as 40% in April alone compared to March, according to Goldman Sachs analysts, and industry sources told Reuters that the disruption is compounding supply pressures that were already building before the conflict began. The mechanism is specific and traceable to a single facility.…