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
−13.1%% 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$1,020.0 | −8.52% | −8.9% | +39.9% | +49.5% | −31.3% | 2026-11-09 | |
| 2383.TW Elite Material |
Low-loss copper-clad laminate for AI boards | TWSE Taiwan |
NT$4,675.0 | −6.69% | −5.0% | +14.6% | +185.5% | −26.0% | 2026-10-28 | |
| 6274.TWO Taiwan Union Technology |
High-speed copper-clad laminate | TPEx Taiwan |
NT$1,265.0 | −8.99% | −14.8% | +24.0% | +158.1% | −33.4% | — | |
| TTMI TTM Technologies |
Advanced PCBs for data centers and defence | NASDAQ US |
$82.94 | −5.35% | −34.4% | −31.6% | +20.2% | −62.5% | 2026-10-22 | |
| 4958.TW Zhen Ding Technology |
PCBs and substrates | TWSE Taiwan |
NT$486.0 | −6.54% | −2.5% | +20.1% | +244.6% | −24.8% | 2026-11-09 |
Recent headlines
Auto-updated- Palantir Technologies (PLTR) Deepens U.S. Reach With New Vanguard Elite PartnerYahoo Finance · 3d ago