Major Taiwan CCL manufacturers Elite Material and ITEQ said they will expand capacity amid soaring demand related to AI, with visibility extending to end-2028, media report, adding AI chips, 800G/1.6T network switches, LEO, and cloud infrastructure are all driving demand for the material used in circuit boards. Demand for high-end materials remains in short supply, and EMC noted high end boards used in AI servers have soared past 80-layers, driving demand for high-speed materials. ITEQ will double capacity for high-end products in 2026. CCL: Copper Clad Laminate
Source: Dan Nystedt
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