U.S. Confronts The Hidden Risk Of Chinese Circuit Boards Fundamental To AI Chips

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Printed circuit boards sit underneath nearly every chip, a quiet but crucial piece of the booming AI market. But they’re also a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia, Google, Apple and others, are made in China. This creates supply chain vulnerabilities and opportunities for adversaries to sneak through malicious components. Amid ongoing wars in Iran and Ukraine, PCB demand and prices have never been higher. But national security risks mean the military can only source PCBs from the dwindling number of domestic factories. Now, new legislation would incentivize building and buying American-made circuit boards. CNBC visited TTM, the largest U.S. circuit board maker, to see how PCBs are made and find out how the U.S. is trying to catch up with China. Chapters: 0:00 Introduction 3:09 Not just ‘dumb plastic’ 7:29 Why security matters 10:24 How China got ahead 12:41 Can the U.S. regain ground? Produced and Reported by: Katie Tarasov Edited by: Marisa Forziati Additional Editing: Erin Black Camera by: Andrew Evers, Devan Burris Senior Director of Video: Jeniece Pettitt Animation: Jason Reginato, Emily Park, Christina Locopo, Alisa Stern Additional Footage: Alisa Stern, Getty Images, Itera, Intel, Nvidia, PCBAA, Quilter, Sanmina, TTM, TSMC » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC U.S. Confronts The Hidden Risk Of Chinese Circuit Boards Fundamental To AI Chips