Kingboard Laminates Raises CCL Prices Again as Fiberglass Cloth and Copper Foil Shortages Intensify
nashnova research
CCL leader Kingboard Laminates (01888.HK) has issued another price hike as persistent shortages of fiberglass cloth and copper foil drive up production costs, pushing pricing pressure down the chain toward PCB makers.
Why is Kingboard raising prices again?
The two key raw materials — fiberglass cloth and copper foil — remain in deepening shortage, with prices climbing sharply.
Per Digitimes, this is not the first round of increases but the latest in a series driven by tight supply.
This means → upstream shortages show no sign of easing, and Kingboard is passing the cost pressure straight into its product quotes.
What does a CCL price hike mean for downstream?
CCL — copper-clad laminate — is the core base material for printed circuit boards (PCBs). In plain terms = no CCL, no PCB.
Higher CCL prices feed directly into PCB manufacturing costs.
Put simply = the "baseboard" that circuit boards are built on just got more expensive, so every PCB factory pays more for materials.
What is the key variable the market is watching?
The central question: can downstream PCB makers pass the higher costs on to their end customers?
If they can, margins hold and the price hike simply travels down the chain. If they cannot, PCB makers' profits get squeezed.
This reflects a supply chain still in a seller's market — pricing power sits with upstream raw-material suppliers.
市场有风险，内容仅供研究参考，不构成投资建议。