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Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
参加 June 2009
1.2K フォロー中    54.9K ファン
Printed circuit board makers (PCBs) are whispering a fresh round of price hikes in the 2nd half 2026 to cope with continued materials price increases, media report, such as for CCL (copper-clad laminates), and prepreg. First half price hikes ranged from 5%-30%. The AI wave has caused prices to surge as companies scramble to build new plants to meet demand. CCL prices rose 20%-30% in the 1st half, and will continue up in the 2nd. PCB maker Chin-Poon Industrial said 1st half price hikes helped it pass 70%-80% of cost increases on to clients. #servers# #PCB# #CCL#
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