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Preparing for a New Laminate Supply Reality

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The global laminate industry has entered a period of structural change unlike anything seen in recent decades. Explosive investment in AI infrastructure, including AI servers, advanced networking, optical communications, and data centers, is driving demand for laminate materials at a pace the supply chain cannot match. The warning signs have been building for months. Extended lead times, repeated price increases, customer stockpiling, raw material allocation, and major capacity expansion announcements all point to an industry increasingly under strain. How prepared are individual companies to respond to these changes?
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