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Home/Stocks/2368.TW
TWSE · Taiwan

2368.TW Gold Circuit Electronics

High-layer PCBs for AI servers and switches

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-23
NT$1,115.0
0.00% today
1W
−10.4%
1M
+6.7%
3M
+18.5%
YTD
+63.5%
1Y
+158.7%
Off 52w high
−24.9%
Next earnings (est.): 2026-11-09
Market cap—
P/E (trailing)—Forward —
EV / sales—EV/EBITDA —
Revenue (TTM)—Growth — y/y
Margins—gross · op —
Free cash flow—Cash — · debt —
Analyst target—0 analysts
Riskβ Short — of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

2368.TW · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

0 events

No dated commentary yet for this stock.

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

What would prove us wrong. Weakens if PCB makers add high-layer capacity faster than AI board volumes grow.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
2383.TW
Elite Material
Low-loss copper-clad laminate for AI boards NT$5,070.00.00%+3.6%+209.6%
6274.TWO
Taiwan Union Technology
High-speed copper-clad laminate NT$1,420.00.00%−1.1%+189.8%
TTMI
TTM Technologies
Advanced PCBs for data centers and defence $88.57+10.56%−31.4%+28.4%
4958.TW
Zhen Ding Technology
PCBs and substrates NT$567.00.00%+20.6%+302.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.