Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

Aurona’s revenue growth signals a recovery in demand for ABF and CCL materials, reflecting the ongoing realignment of global semiconductor supply chains. Technologically, rising CCL demand is pressuring upstream raw material costs, particularly copper foil and resins, while prompting midstream substrate manufacturers to ramp capacity. From a compliance standpoint, stricter export controls in the U.S. and China are increasing operational risks for Taiwan-based firms. Competitors like ASE and PMC may accelerate investments in advanced packaging materials to gain market share. Looking ahead, sustained demand from AI and automotive chips will drive long-term growth in CCL and ABF, with capital expenditure expected to surge in Q3 2026, fueling a new wave of capacity expansion.