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ITEQ Sees Strong Demand for High-End CCL, Visibility Extends to 2029
Electronic Technology · Electronic Components · economic_daily · 2026-10-20
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Copper Clad Laminate manufacturer ITEQ reports robust growth driven by AI and high-speed computing, with production capacity expansion planned through 2029.
What Happened
Operational Outlook: ITEQ CEO Tsai Hsin-yi stated that the company is entering a period of rapid growth, with high-end CCL demand visibility stretching through 2029. The company is strategically positioning its production capacity to meet the sustained demand for advanced electronic materials.
Technological Advancements: ITEQ has successfully secured certification for its M9 extreme low-loss substrates from major US AI GPU manufacturers, with mass production imminent. Furthermore, the company is actively sampling its M10 materials and developing specialized solutions for CPO and silicon photonics to capture emerging market opportunities.
Server Market Integration: The company’s M7 halogen-free materials, designed for PCIe Gen 6 server platforms, have been approved by major server ODMs and PCB manufacturers. As network switch speeds evolve toward 1.6T and 3.2T, ITEQ is also sampling its next-generation low-latency materials to key industry players.
Capacity Expansion: To support long-term growth, ITEQ is aggressively expanding its production facilities in Wuxi and Thailand. The group plans to scale its monthly production capacity to 9.15 million sheets by the end of 2029, maintaining flexibility to adapt to geopolitical and macroeconomic shifts.