AI Upgrade Wave Spawns High-Priced PCB Stocks; EMC Reaches 4,000 NTD, Becomes 6th Largest by Market Cap
Surging demand for AI servers has driven a wave of upgrades in the PCB and CCL sectors. EMC's stock breached 4,000 NTD, becoming Taiwan's 6th largest company by market cap, while Unimicron entered the top 10.
📋 Article Processing Timeline
- 📰 Published: April 22, 2026 at 12:28
- 🔍 Collected: April 22, 2026 at 13:01 (33 min after Published)
- 🤖 AI Analyzed: April 23, 2026 at 08:04 (19h 2m after Collected)
(Central News Agency reporter Chiang Ming-yen, Taipei, 22nd) The surging demand for AI servers and data centers has sparked an upgrade wave for PCBs and CCLs. CCL manufacturer EMC's stock price has repeatedly hit new highs, breaking through the 4,000 NTD mark today and setting a new record. The company's market capitalization climbed to the 6th largest in the Taiwan stock market, while ABF major Unimicron squeezed into the top 10. Following Gold Circuit Electronics (GCE) securing its spot over 1,000 NTD, CCL manufacturer Taiwan Union Technology Corp (TUC) is also approaching the 1,000 NTD mark.
Benefiting from the AI upgrade trend, stock prices in the PCB sector have frequently hit new highs, with an increasing number of stocks challenging high-price tiers. The market no longer views the PCB industry as traditional contract manufacturing but as a core AI supply chain, signifying the successful transformation of the PCB industry and a comprehensive re-rating of its value.
Industry analysts point out that driven by the robust demand for connection speeds and data volumes from AI servers and data centers, the quarterly price growth rate for Copper Clad Laminate (CCL) and Printed Circuit Board (PCB) industries reached as high as 10% to over 40% in April this year.
EMC's stock rose by over 5% during intra-day trading today, hitting 4,180 NTD and continuing to rewrite historical highs, crossing the 4,000 NTD mark for the first time. EMC's market capitalization further climbed. As of the 21st, EMC ranked 6th in the Taiwan stock market capitalization rankings, overtaking Quanta, Accton, and Fubon Financial.
With the explosive demand for AI servers and high-end GPUs, the market expects that high-end ABF substrates will be in short supply over the next 2 to 3 years. Unimicron's stock price has surged sharply, firmly standing at 700 NTD, and its market cap recently entered the top 10 in the Taiwan stock rankings.
AI server PCB leader Gold Circuit Electronics (GCE) particularly benefits from the trend of AI servers, 800G switches, and data center upgrades. Its stock price has leaped recently, stabilizing above the 1,000 NTD mark, rising 2% today to 1,250 NTD.
CCL manufacturer TUC is similarly benefiting from the trend of material upgrades. With its recent strong stock performance, it shows momentum to challenge the 1,000 NTD barrier, rising slightly by 1% today to 973 NTD. (Editor: Chang Chun-mao) 1150422
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Benefiting from the AI upgrade trend, stock prices in the PCB sector have frequently hit new highs, with an increasing number of stocks challenging high-price tiers. The market no longer views the PCB industry as traditional contract manufacturing but as a core AI supply chain, signifying the successful transformation of the PCB industry and a comprehensive re-rating of its value.
Industry analysts point out that driven by the robust demand for connection speeds and data volumes from AI servers and data centers, the quarterly price growth rate for Copper Clad Laminate (CCL) and Printed Circuit Board (PCB) industries reached as high as 10% to over 40% in April this year.
EMC's stock rose by over 5% during intra-day trading today, hitting 4,180 NTD and continuing to rewrite historical highs, crossing the 4,000 NTD mark for the first time. EMC's market capitalization further climbed. As of the 21st, EMC ranked 6th in the Taiwan stock market capitalization rankings, overtaking Quanta, Accton, and Fubon Financial.
With the explosive demand for AI servers and high-end GPUs, the market expects that high-end ABF substrates will be in short supply over the next 2 to 3 years. Unimicron's stock price has surged sharply, firmly standing at 700 NTD, and its market cap recently entered the top 10 in the Taiwan stock rankings.
AI server PCB leader Gold Circuit Electronics (GCE) particularly benefits from the trend of AI servers, 800G switches, and data center upgrades. Its stock price has leaped recently, stabilizing above the 1,000 NTD mark, rising 2% today to 1,250 NTD.
CCL manufacturer TUC is similarly benefiting from the trend of material upgrades. With its recent strong stock performance, it shows momentum to challenge the 1,000 NTD barrier, rising slightly by 1% today to 973 NTD. (Editor: Chang Chun-mao) 1150422
Choose to stand with the facts. Every one of your sponsorships is a force protecting press freedom.
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The text, images, and audio/video on this website may not be reproduced, publicly broadcast, or publicly transmitted and utilized without authorization.