On June 15, TTM Technologies rose 5.17% overnight, trading at $204.2/share, with turnover of $138,000.

On the news front, approximately 70% of global PPE (polyphenylene ether) resin supply has been disrupted due to Middle East conflicts impacting Saudi Arabia's Jubail Industrial City, where SABIC operations have been halted since late March following Strait of Hormuz shipping disruptions and subsequent missile strikes. PPE resin is a critical material for manufacturing high-end printed circuit boards used in AI servers, 5G base stations, and high-speed switches. According to Goldman Sachs, PCB prices surged as much as 40% in April compared to March, with supply shortages expected to persist.

As a global leading PCB manufacturer serving approximately 1,300 customers across aerospace and defense, data centers, automotive, and medical markets, TTM Technologies is a direct beneficiary of the product pricing upcycle. The company's stock has gained significantly in recent sessions, rising from $176.75 on June 8 to current levels, as the market prices in sustained supply-demand imbalance in the high-end PCB sector.

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