“US Electronics Reshoring Plan Risks Missing the Boat
By Alan Patterson 03.22.2022
There needs to be a balance,” says Dan Weber, executive vice president of PCB maker TTM Technologies, in an interview with EE Times. “If you go back to the year 2000, you had 26 percent of the world’s PCBs manufactured in the US. Today there’s only 4 percent. Back in 2000, there were 2,000 manufacturers as well. And today you’re looking at 150. So, there’s no balance.”
In the event of a pandemic or a war like the one underway in Ukraine, the US will need a supply chain that’s robust enough to make vehicles, pharmaceuticals, 5G equipment and other essential products, according to Travis Kelly, CEO of Isola Group, which supplies laminates and other materials used to make PCBs. Kelly is also chairman of the Printed Circuit Board Association of America.
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Weber notes Section 851 of the National Defense Authorization Act that requires PCBs for critical applications such as datacom, telecom, medical and defense equipment to come from suppliers that are not US adversaries.
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China’s PCB industry, the world’s largest, will not migrate overseas, Weber says.
“It’s going to stay there. The Chinese market developed in a way that has allowed it to just stay there. They’re subsidizing the market. They’re investing heavily in electronics and particularly circuit boards.”"