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
−0.3%% in uptrend
40%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$1,115.0 | 0.00% | +6.7% | +18.5% | +63.5% | −24.9% | 2026-11-09 | |
| 2383.TW Elite Material |
Low-loss copper-clad laminate for AI boards | TWSE Taiwan |
NT$5,070.0 | 0.00% | +3.6% | −0.0% | +209.6% | −19.8% | 2026-10-28 | |
| 6274.TWO Taiwan Union Technology |
High-speed copper-clad laminate | TPEx Taiwan |
NT$1,420.0 | 0.00% | −1.1% | +6.4% | +189.8% | −25.3% | — | |
| TTMI TTM Technologies |
Advanced PCBs for data centers and defence | NASDAQ US |
$88.57 | +10.56% | −31.4% | −18.5% | +28.4% | −60.0% | 2026-10-22 | |
| 4958.TW Zhen Ding Technology |
PCBs and substrates | TWSE Taiwan |
NT$567.0 | 0.00% | +20.6% | +12.1% | +302.0% | −12.2% | 2026-11-09 |