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Kingboard Laminates Announces 15% Price Hike, Boosting Taiwan’s CCL Supply Chain
Electronic Technology · Electronic Components · economic_daily · 2026-10-13
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China's CCL leader Kingboard has implemented its eighth price increase this year, raising rates by 15% for specific materials, signaling potential gains for Taiwanese suppliers like EMC, ITEQ, and Elite Material Co.
What Happened
Price Hike Announcement: Kingboard Laminates, a leading Chinese manufacturer of copper-clad laminates (CCL), has issued a notice raising prices by 15% for products utilizing specific fiberglass cloth specifications. This move is driven by surging demand for fiberglass materials, which has led to tight supply conditions in the upstream market.
Industry Context: This marks the eighth price adjustment by the company this year, highlighting the ongoing pressure from rising raw material costs. While the increase is targeted at specific product lines, it underscores the broader trend of cost pass-throughs occurring across the CCL value chain.
Taiwanese Supply Chain Impact: Industry analysts suggest that Taiwanese firms are well-positioned to benefit from this trend. Key players, including fiberglass cloth manufacturers like Formosa Taffeta and Kinik, as well as midstream CCL producers such as Elite Material Co., ITEQ, and EMC, are expected to see improved margins amid rising product quotes and strong AI server demand.
Market Outlook: The persistent demand for high-end materials in the AI server sector continues to strain supply chains, providing a favorable environment for price hikes. Market participants remain focused on how these supply constraints will influence the broader semiconductor and electronics material landscape in the coming quarters.