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Taiwanese CCL Makers Poised for Growth as AI Server Demand Drives Price Hikes
Electronic Technology · Electronic Components · economic_daily · 2026-09-11
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Taiwanese CCL manufacturers, including EMC and ITEQ, are seeing strong growth as AI server demand and product price hikes boost their second-half outlook.
What Happened
AI Server Demand Surge: The rapid expansion of AI server infrastructure is driving significant demand for high-end printed circuit boards, benefiting the upstream copper-clad laminate (CCL) sector. With NVIDIA's Vera Rubin platform entering mass production, the supply chain is bracing for a sustained increase in operational activity.
Record Performance at EMC: Elite Material Co. (EMC) reported record-breaking monthly revenue in August, exceeding NT$20 billion, fueled by increased shipments of high-end M9 materials. The company remains optimistic about its outlook, citing robust demand across AI servers, switches, and low-earth orbit satellite applications.
Strong Financials for ITEQ: ITEQ has seen a sharp rebound in profitability, with second-quarter net profit surging over 300% quarter-over-quarter. The company expects this momentum to carry through the second half of the year as it continues to capitalize on high-end market opportunities.
Margin Expansion via Pricing: Ventec International Group is leveraging its optimized product mix and high-speed transmission materials to capture market share. The company is benefiting from a favorable pricing cycle, which is driving both volume growth and higher profit margins across its high-end product lines.