Taiwan / China / US · Chips & Networking
AI PCBs & Laminates (CCL)
AI accelerator boards and switch trays need high-layer, low-loss PCBs and copper-clad laminate. Few makers qualify, and layer counts rise every generation.
Glass fabric + copper foil→Laminate (CCL)→PCB→Board
70
Tightness score ⓘ
#23 of 56
▲ Tightening
Lead time
6–12 mo
Theme 1M
−26.6%% in uptrend
0%Metric to watch
Monthly sales at Gold Circuit, Elite Material and TUC, and low-loss laminate pricing.
What would prove us wrong
Weakens if PCB makers add high-layer capacity faster than AI board volumes grow.
PCBs theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| 2368.TW Gold Circuit Electronics |
High-layer PCBs for AI servers and switches | TWSE Taiwan |
NT$975.0 | −7.14% | −16.7% | +1.1% | +42.9% | −34.3% | 2026-11-09 | |
| 2383.TW Elite Material |
Low-loss copper-clad laminate for AI boards | TWSE Taiwan |
NT$4,105.0 | −8.78% | −26.0% | −25.5% | +150.7% | −35.1% | 2026-10-28 | |
| 6274.TWO Taiwan Union Technology |
High-speed copper-clad laminate | TPEx Taiwan |
NT$956.0 | −9.81% | −42.2% | −40.4% | +95.1% | −49.7% | — | |
| TTMI TTM Technologies |
Advanced PCBs for data centers and defence | NASDAQ US |
$76.28 | −3.07% | −26.2% | −45.5% | +10.6% | −65.6% | 2026-10-22 | |
| 4958.TW Zhen Ding Technology |
PCBs and substrates | TWSE Taiwan |
NT$430.0 | −6.72% | −22.1% | −12.2% | +204.9% | −33.4% | 2026-11-09 |
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