The US Department of Defense will ban procurement of controlled PCBs from China, Russia, North Korea, and Iran starting January 1, 2027, under a public law (119-117) signed on September 25, 2026. The ban applies only to mission-critical, network interconnection, and weapon/C2 systems, not to commercial PCBs or AI server PCBs.
The US PCB procurement ban is a sentiment-driven overreaction; the broker recommends buying the dip in PCB stocks, which remain a core overweight in the electronics sector.
Free preview — more China A-share & HK research · About Us · Legal & Privacy