Prepreg is the key of CCL price rising

Global capital expenditure on data centers keeps rising, with AI infrastructure becoming the primary growth engine for PCB demand.

• AI data centers have served as the core growth driver of the electronic product market in recent years, covering key    products such as AI servers, switches and optical modules.

• Correspondingly, high-end PCBs (including HLCs, high-layer HDIs and substrates) will achieve far stronger growth than conventional through-hole boards and FPCs.

Demand for AI data centers maintains rapid and sustained growth.

Shortage of Prepreg

106 / 1080 / 1086 / 3313 Severe shortage of fiberglass cloth in the short term

Model 106 and 1080 have the tightest supply-demand gaps and are categorized as materials with acute shortages. Models 1086 and 3313 are moving into a tight supply range driven by demand from AI, 5G and high-end PCBs. Short-term supply relief hinges on the deployment of high-end weaving looms, supply of electronic glass yarn, and product certification progress. A meaningful supply recovery is unlikely within 6 to 12 months.  106 Prepreg jumps from No.4 to No.1

The price of fiberglass cloth will enter a phase of accelerated growth after 2026，and will last to July 2027.

The core of current market CCL rising is that fiberglass cloth prices have risen far more sharply than other raw materials instead of copper and resin.