Stock Track | KB LAMINATES Soars 5.06% Intraday on CCL Price Hikes and Surging AI Server Demand

Stock Track
6小時前

KB LAMINATES' stock soared 5.06% intraday on Friday, reflecting strong market activity.

The surge is attributed to a new round of collective price increases in the copper clad laminate (CCL) industry since April. Kingboard Laminates has raised prices on all laminates and prepreg products by 10%, while other major players like Japan's Mitsubishi Gas Chemical, Taiwan's TUC, Iteq, and Elite Material have also announced significant price adjustments on high-end materials.

The price hikes are driven by robust downstream demand from AI servers, which require 3 to 5 times the CCL value of traditional servers, creating a widening supply-demand gap. Upstream electronic glass fiber cloth supply remains tight, constraining output for many producers. Kingboard Laminates benefits from its vertically integrated supply chain and large-scale high-end electronic cloth production capacity, giving it a competitive edge in this upcycle.

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