AI Computing Power Drives PCB Material Competition: Taiwanese Manufacturers Secure Core Supply Positions
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AI Summary (NQ-processed)
The global PCB industry is undergoing a major transformation driven by AI, with Taiwanese manufacturers gaining prominence in the supply chain. The Copper Clad Laminate (CCL) market is experiencing significant growth, projected to exceed US1.5 billion by 2026, with Taiwanese firms holding a 37.4% market share. While Japanese companies still dominate high-end substrate materials like ABF, supply shortages are creating opportunities for Taiwanese companies in high-speed materials and precision processing. The demand for specialized materials like HVLP copper foil and PCB drill bits is also surging due to AI server advancements, prompting brand customers to seek diversified supply sources, benefiting Taiwanese suppliers.