Reuters' industry sources claim this as an effect of the war in Iran.
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According to the news agency, “Iran struck Saudi Arabia’s Jubail petrochemical complex in early April, ​forcing a halt in production of high-purity polyphenylene ether (PPE) resin—a critical base material used to ⁠manufacture PCB laminates.”

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So you’re telling me we’ve been dependent on Saudi for that all this time? Kinda serves the world right, then…

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