TWSE · Taiwan
2383.TW Elite Material
Low-loss copper-clad laminate for AI boards
Tight but sold off
Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree.
(automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-23
NT$5,070.0
0.00% today
1W
−1.8%1M
+3.6%3M
−0.0%YTD
+209.6%1Y
+312.4%Off 52w high
−19.8%Next earnings (est.): 2026-10-28
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.
2383.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 eventsNo dated commentary yet for this stock.
Latest headlines
Auto-updated dailyAI 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
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2368.TW Gold Circuit Electronics | High-layer PCBs for AI servers and switches | NT$1,115.0 | 0.00% | +6.7% | +63.5% | |
| 6274.TWO Taiwan Union Technology | High-speed copper-clad laminate | NT$1,420.0 | 0.00% | −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$567.0 | 0.00% | +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.