Elite Material, a Taiwanese maker of copper-clad laminates (CCL) used in AI server and networking boards, plans to more than double monthly capacity by the end of 2030. The company says its planned expansion would still fall short of demand covered by signed long-term supply agreements, according to Goldman Sachs’ Oct. 28 report. Monthly capacity would rise from 5.85 million sheets today to 15.25 million by the end of 2030. Interim year-end targets are 8.70 million sheets a month in 2027, 10.45 million in 2028 and 11.95 million in 2029. Customers are initiating the agreements, which cover volumes at least three years into the future, Goldman reports. Nearer term, an additional 1.2 million sheets of monthly capacity at Kunshan could come online in stages from December 2026 through May 2027, ahead of the original schedule. Goldman expects that faster ramp to offset a delay at Guanyin, where 300,000 sheets of planned monthly capacity have been pushed back from Q4 2026 to the second half of 2027.