Situation Reports
Turn risk into resilience. Prewave Situation Reports provide timely insights into critical global events affecting supply chains. When a typhoon closes a port, a tariff lands or an export control changes, our risk analysts publish while the situation is still developing. You’ll learn what has been confirmed, what remains unclear, how the disruption compares to previous ones, and the indicators worth watching next.
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Featured Report:
PCB Shortage
The circuit board supply chain has tipped from tight supply into allocation. Laminate makers are now rationing output by customer, and lead times for standard FR-4 laminate stretched from two or three weeks to six to eight.
What began with the premium materials inside AI servers has spread to ordinary boards. The same furnaces, looms and laminate lines serve both markets, and capacity has been moving to the grades that earn the most.
This Prewave Supply Chain Analysis explains where the pressure comes from, who supplies the constrained materials, and how the shortage reaches each industry, drawing on company filings, trade data and 69 published sources.
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