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High-End CCL Demand Drives Expansion for Taiwan's Elite Material and TUC

Electronic Technology · Electronic Components · economic_daily · 2026-09-21

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Despite market noise, high-end CCL demand remains robust through 2028, prompting Taiwanese firms like Elite Material and TUC to accelerate global capacity expansion.

What Happened

Market Demand: While there is some market skepticism regarding the CCL industry, demand for AI servers, general-purpose servers, and low-earth orbit satellites remains strong. Industry experts anticipate that the supply-demand gap for high-end CCL will persist until 2028, driving Taiwanese manufacturers to accelerate their expansion plans.

Performance of Elite Material: Elite Material (EMC) reported August revenue exceeding 20 billion NTD for the first time, marking a 4.8% monthly increase and a 129.8% year-on-year surge. The company noted that shipments of high-end M9 products are growing and believes alternative materials like PTFE will have limited impact on the mainstream market within the next two years.

Competitive Landscape: South Korea's Doosan Group has announced significant capacity expansion, drawing attention to potential supply gluts. However, EMC maintains that the expansion rate of its PCB customers continues to outpace the growth of high-end CCL capacity, keeping its competitive position secure.

Future Outlook: Leveraging its scale, raw material control, and global sales channels, EMC remains optimistic about the outlook for its entire product line. The company plans to continue its technological upgrades and capacity expansion to solidify its leadership in the high-end materials market.

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