Quick Look
銅箔基板廠台燿因應原料成本上升及CCL供應吃緊，規劃6月再度調漲產品價格，預期第2季漲幅高於第1季。台燿4月獲利年增185%，AI伺服器專案出貨放量，下半年網通交換器新產品將導入M8等級CCL，市占表現可期。
AI-generated summary
Why It Matters
The copper clad laminate (CCL) market is experiencing tight supply and demand. Raw material costs for resins and chemicals are rising, making CCL a critical bottleneck in the supply chain. The expansion cycle for CCL production is long, approximately 1.5 years, limiting quick supply increases.
台燿今日股價強勢反彈。（取自官網）
〔記者卓怡君／台北報導〕銅箔基板（CCL）市場供需持續吃緊，銅箔基板廠台燿（6274）因樹脂、化學材料等原料成本持續上升，加上CCL已成為供應鏈中最關鍵的瓶頸環節，該公司規劃於6月再度調漲產品價格，預期第2季整體漲幅將高於第1季，M7材料已率先同業調漲。
台燿股票目前進入20分鐘分盤交易，今日截至9:20分，台燿股價大漲6.1%，暫報1300元，成交量146張。
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台燿昨日公布自結4月獲利，歸屬母公司業主淨利6.84億元，年增185%，單月每股稅後盈餘為2.35元。
因CCL擴產週期長達約1.5年，在供給無法快速增加下，價格調漲動能明顯增強，近來中低階產品漲勢尤其顯著，M2材料價格已上漲約40%，M6產品漲幅達15%至20%，台燿高階M7產品也已開始脫離同業獨立調漲。
在AI伺服器領域方面，台燿新拿下的ASIC AI伺服器專案已自第二季開始出貨，預期全年需求將持續放量，目前市場主要由台光電（2383）與台燿分食，台燿自下半年起將進一步提升市占率。此外，主要客戶將於下半年開始大量導入1.6T網通交換器，新產品將採用搭載Low-DK2玻纖材料的M8等級CCL，同時，新世代800G與1.6T交換器亦將全面升級至M8材料，台燿在網通交換器材料市場的市占表現將優於預期。
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What to Watch
AI outlook — possibilities, not facts
台燿 will implement another price increase for its CCL products in June.
Very likely · Within days
台燿's overall price increase in Q2 will be higher than in Q1.
Very likely · Within days
台燿's market share in AI servers will increase from the second half of the year.
Likely · Within months
New products for 1.6T networking switches will adopt M8 grade CCL with Low-DK2 glass fiber material.
Very likely · Within months
Open Questions
- What is the specific percentage increase planned for June?
- What is the projected market share for Taiwan's CCL manufacturers in the AI server and networking equipment sectors?
- How will the ongoing trade tensions or geopolitical factors impact the global CCL supply chain?
- What are the specific challenges or opportunities associated with the M8 grade CCL for next-generation switches?
