Taiwan’s ‘Big 3’ Copper Clad Laminate (CCL) makers, EMC, TUC and ITEQ, will all hike CCL prices at least 10%, with TUC hiking some products 20%-40%, after China’s leading CCL maker, Kingboard, raised prices April 3, media report, adding rising costs of materials, including copper, glass fiber cloth and natural gas led to the increases. CCL and Prepreg are basic materials for Printed Circuit Boards (PCBs), and demand for high-end PCBs in AI servers and switches has skyrocketed. 1/2 $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Oracle(ORCL.US) $Dell Tech(DELL.US) #PCB #CCL

Source: Dan Nystedt