B · Normal
[PCB concept partially recovered, Jinan Guoji hit the daily limit] On October 30, the PCB concept partially recovered during the session, Jinan Guoji hit the daily limit, and Hongchang Electronics, Mankun Technology, Eton Electronics, Mingyang Circuit, Huazheng New Materials, etc. followed suit. On the news, TPCA Taiwan Circuit Board Association said that originally only high-end materials such as Low CTE cloth, Low Dk2, and HVLP4 were in tight supply, but now it has spread to CCL, high-end PCB, ABF carrier boards, process equipment and consumables. Even some mid- to low-end materials have begun to experience extended delivery times or price increases. TPCA estimates that the supply chain tension will continue until at least 2027.
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