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Kingboard Laminates raises prices again as CCL shortages deepen

digitimes.com 2026-08-31
Industry Analysis
Kingboard Laminates' latest price hike underscores severe supply chain disruptions in core CCL materials, particularly glass fiber and copper foil. Rising input costs squeeze PCB manufacturers, especially those producing high-end thick boards and prepreg materials. This move forces downstream firms to accelerate supply chain reshoring and domestic substitution. From a compliance standpoint, global semiconductor supply chains are increasingly regionalized, compelling firms to optimize local sourcing and inventory strategies. Competitors may respond with technological upgrades or M&A to mitigate cost pressures. Over the next 12–24 months, CCL pricing is likely to remain elevated, constraining PCB supply capacity for emerging sectors like AI and 5G unless new production capacity enters the market.
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