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BackThe 8th price increase notice this year is here! China's copper foil substrate leader Jiantao announced a 15% price increase
The 8th price increase notice this year is here! China's copper foil substrate leader Jiantao announced a 15% price increase
Urgent
自由时报1 hour agoBusiness1 min readChinaView original

The 8th price increase notice this year is here! China's copper foil substrate leader Jiantao announced a 15% price increase

KingboardCopper foil substrateprice increase

Quick Look

  • China's copper foil substrate leader Kingboard issued a price increase notice to customers for the eighth time today, raising the sales price of sheets and PP using electronic fiberglass cloth below 2116 by 15%.
  • Benefiting from the expansion of demand for AI infrastructure such as AI servers, high-speed network communications and memories, the market demand for copper foil substrates is strong.
  • The supply of upstream fiberglass cloth has tightened and prices have increased.

AI-generated summary

Why It Matters

Copper foil substrate is an important base material for printed circuit boards (PCB), and its price is affected by the cost of upstream raw materials such as fiberglass cloth and copper foil. In recent years, the demand for AI servers and high-speed network equipment has surged, driving the demand for high-multilayer boards and low-loss PCBs to grow.

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Due to strong market demand for copper foil substrates, the price increase trend is expected to extend all the way to 2027. (File photo)

[Reporter Zhuo Yijun/Report from Taipei] It is reported that China's copper foil substrate (CCL) leader Kingboard issued a price increase notice to customers today. This is the eighth price increase for Kingboard this year. Kingboard pointed out in the price increase notice that due to the strong market demand for copper foil substrates, The upstream supply of fiberglass cloth and fiberglass yarn is tight, and prices have risen sharply. Therefore, starting from today's order receipt, the sales prices of sheets and PP (preg prepreg) using electronic fiberglass cloth below 2116 (inclusive) as raw materials will be increased by 15%.

Benefiting from the continued expansion of demand related to AI infrastructure such as AI servers, high-speed network communications and memories, the strong demand for large-size, high-multilayer boards (more than 40 layers) and extremely low-loss PCB boards has pushed up the copper foil substrate market and is in a state of "both volume and price" "In the golden development period, Taiwan CCL manufacturers Tai Optoelectronics (2383), Taiyao (6274), and Lianmao (6213) have raised their prices several times this year. Due to rising upstream costs and tight supply, the price increase trend of copper foil substrates is expected to continue until 2027.

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What to Watch

AI outlook — possibilities, not facts

  • The price increase trend of copper foil substrates will continue until 2027

    Likely · Within years

Open Questions

  • Can downstream PCB manufacturers fully absorb this cost increase?
  • When will the supply crunch of fiberglass cloth be alleviated?
  • What will be the price trend of copper foil substrates after 2027?

Related Topics

Kingboard
OrganizationsTai OptoelectronicsTaiyaoLianmao
PlacesChinaTaiwanTaipei
TopicsCopper foil substrateprice increaseAI serverfiberglass clothTai OptoelectronicsTaiyao
This article was originally published by 自由时报.

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