Page 119 - 電路板季刊第111期
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電路板季刊 2026.4 產業脈動 117
• And Fulltech Fiber Glass, Asahi- The compounding effect of simul-
Schwebel Taiwan, and even Nittobo's taneous shortages across glass, cop-
Taiwanese subsidiary Baotek are fol- per, tungsten, and precious metals is
lowing suit. producing a cost environment that the
The phase-outs, scheduled to IC substrates and PCB industries have
accelerate through the second half of not experienced in decades.
2026, will remove mainstream CCL • More strategically, the reallocation
products from the Taiwanese market of Taiwanese and Japanese manu-
entirely, with affected orders expected facturing capacity toward high-end
to migrate to Chinese factories.
materials is accelerating China's
The implications of this shift are consolidation of the mid- and low-
profound and multi-layered. end PCB materials market.
• First on the pricing front. Indeed, TUC itself has confirmed that its
the tightening has already produced China and Thailand factories are “full
cumulative price increases of almost go on E-glass CCL＂ and could supply
100% for lightweight glass fabrics Taiwanese PCB manufacturers directly.
and over 150% for heavy-weight fab-
rics in the current cycle. This new reversal would deepen
the global electronics industry's depen-
Resonac, a key CCL and prepreg
supplier, announced a 30% price dence on Chinese supply for consumer
increase across its entire CCL and pre- products even as geopolitical tensions
preg portfolio effective March 2026. A push governments toward supply chain
move seen far from just a routine cost diversification.
adjustment but as a structural inflec- For automotive, industrial, and
tion point reflecting that pricing power consumer electronics OEMs that rely
has shifted upstream. on standard FR-4, the message is
Raw material cost escalation is unambiguous.
not confined to glass: copper foil prices The E-glass capacity that once
have hit record levels, with HVLP4- served their needs is being perma-
grade foils essential for AI server nently repurposed, and the alternative
PCBs in particularly tight supply, tung- sources are overwhelmingly located
sten carbide, from which the drill bits in mainland China. The structural sup-
and routers used in PCB fabrication ply gap for high-end glass fiber cloth
are made, has surged 5x in the past
year, and gold's price above $5,300 is estimated at 20–30% overall and
per ounce has increased ENIG surface exceeds 40% for the most advanced
finish costs by 35–40%. products.
