On June 15, TTM Technologies rose 6.26% in regular trading, trading at $208.335/share, with turnover of $20.05 million. The stock gained momentum throughout the session as the global PCB pricing tailwind continued to strengthen.

On the news front, approximately 70% of the world's high-end electronic-grade PPE (polyphenylene ether) resin supply has been disrupted after Saudi Arabia's Jubail Industrial Area — operated by SABIC — was forced into a complete production halt since late March due to Strait of Hormuz shipping disruptions and Middle East conflict escalation. PPE resin is an irreplaceable core material for AI server and high-frequency high-speed PCB copper-clad laminates, with no viable low-cost substitutes available in the short term. According to Goldman Sachs, global PCB prices surged as much as 40% in April versus March, marking the largest single-month increase in a decade. The supply disruption is expected to persist at least through the end of Q3, with no clear timeline for production resumption.

As a global leading PCB manufacturer serving approximately 1,300 customers across aerospace and defense, data centers, automotive, and medical markets, TTM Technologies is positioned as a direct beneficiary of the product pricing upcycle driven by this unprecedented upstream supply crunch.

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