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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.
가입 June 2009
1.2K 팔로잉 중    54.9K 팬
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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