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hot_img Upstream raw material supply is tight, PCB manufacturers are preparing for a new round of price increases in the second half of the year

Due to the tight supply of upstream materials such as copper foil substrates and semi-cured sheets, along with continuously rising costs, the price increase trend in the PCB industry continues. Manufacturers such as Kinwong, JINGPENG, Dingying Investment Holdings, and YaoHua have already raised their quotes by approximately 5% to 30% this year, with the benefits of these price increases gradually becoming apparent starting from the third quarter.Industry insiders point out that major CCL manufacturers have raised their product prices by about 20% to 30% in the first half of the year, and there will still be pressure for price increases in the second half of the year through 2027. The supply of high-end electronic fabrics is also tight, with the supply-demand gap for Low DK second-generation fabrics estimated to exceed 60%, and the upward trend may continue until the first half of 2027. The IC substrate market is also continuing the price increase trend, with demand for AI GPUs and ASICs driving prices up, and there is still double-digit room for price increases in the third and fourth quarters, benefiting companies like Unimicron, Kinsus, and Nan Ya. PCB manufacturers indicate that they will adjust prices in a timely manner based on changes in material costs in the second half of the year.
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