Something interesting is happening in the electronic materials market that probably few people connect with what's happening in crypto.

By mid-2026, the sector is undergoing a serious transformation: the combination of cost pressures and real supply shortages is starting to move.
Kingboard and other manufacturers of copper laminated boards have just announced a 10% increase in the prices of base materials and semi-finished sheets.
This is important because it marks the official end of the inventory reduction cycle that lasted three full years.
What many don't see is that behind this, there is a real contraction in the supply of key inputs like resins and electronic fiberglass fabrics.
In the current context, these price movements in components directly impact the upstream supply chain of PCBs, which in turn affects the production costs of hardware and devices.
For those of us tracking crypto prices and how the ecosystem evolves, this matters because everything that raises the cost of hardware production ends up reflecting in operational costs.
Demand-driven inflation from AI is not just an isolated phenomenon; it is expanding throughout the entire supply chain.
Those who understand these macro dynamics are probably already seeing the implications in the price of mining equipment and the overall profitability of the sector.