Five keynote speakers assembled! See you at the Shenzhen China-Japan PCB Autumn Forum in October
2026-10-16
The AI wave is reshaping the entire electronic circuit industry chain. High-speed PCBs, semiconductor substrates, packaging substrates, thermal materials, and the global market landscape are all undergoing unprecedented changes. On October 28-29, the 2026 China-Japan Electronic Circuits Autumn Conference and Autumn PCB Technology/Information Forum will be held at the Shenzhen World Exhibition & Convention Center · Bao'an New Hall. The conference is jointly hosted by the China Printed Circuit Association (CPCA) and the Japan Electronics Packaging and Circuits Association (JPCA), with the theme "Innovation-Driven Chips, Intelligent Computing Future," bringing together industry associations, research institutes, leading enterprises, and frontline technical experts from both countries to jointly explore new paths for the PCB industry in the AI era.
The keynote forum of this conference will be held on October 28 in Mangrove Hall A, 2nd Floor, West Side of the South Registration Hall of the exhibition center. Five heavyweight guests will share their insights on core topics such as AI computing power, semiconductor substrates, thermal materials, and market trends.
From trend analysis to technology implementation, a collision of ideas covering the entire industry chain. This keynote forum is not a single technology sharing session, but a complete industry chain exchange:
looking at industry trends—how AI is changing the pace of development of the electronic circuit industry;
looking at material breakthroughs—how copper-clad laminates, semiconductor substrates, and thermal interface materials support higher computing power;
looking at technology implementation—how high-density packaging, high-speed transmission, and thermal management are moving toward industrialization;
looking at the market landscape—what new opportunities and new challenges the global PCB industry chain faces in the AI era.
Whether you come from PCB manufacturing, materials, equipment, packaging, end applications, or investment research, you can find key clues for judging the direction of the industry in this keynote forum.
Conference Information
📅 Conference Time: October 28-29, 2026
📍 Conference Venue: Shenzhen World Exhibition & Convention Center · Bao'an New Hall, No. 1 Zhan Cheng Road, Fu Hai Street, Bao'an District, Shenzhen
🎯 Conference Theme: Innovation-Driven Chips, Intelligent Computing Future
Hosts: China Printed Circuit Association (CPCA), Japan Electronics Packaging and Circuits Association (JPCA)
Organizer: CPCA Science and Technology Working Committee
Media Support: Printed Circuit Information Magazine, PCB Information Network
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Source: CPCA
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Global Giants Lay Out Glass Substrates and Advanced Packaging
2026-10-12
As AI chips evolve toward large-size, high-density packaging, global giants are exploring glass substrates, with domestic materials and equipment companies participating in tandem, and the industrial layout now covering multiple segments.
Intel publicly outlined its glass substrate roadmap in 2023, and its EMIB and Foveros packaging platforms provide a foundation for the collaborative development of new substrate materials and packaging structures. In July 2026, Lens Technology and Intel signed a TGV cooperation memorandum, with discussions covering glass through-holes, laser processing, metallization, and multilayer interconnection.
Among other industry giants, media reported in September 2026 that Nvidia is evaluating glass substrates, as HBM and high-speed interconnection bring new substrate requirements. TSMC is developing CoPoS panel-level packaging and has publicly announced trial line plans, with square panels expected to improve area utilization efficiency in large-size packaging. Samsung Electro-Mechanics has demonstrated micro-via, metal filling, and precision processing technologies, and has formed a joint venture with Dongwoo Fine-Chem for glass core business; in October, media reported that it is conducting packaging-level reliability testing in conjunction with customer chips.
The midstream processing segment offers the greatest value increment, and Lens Technology's experience in consumer electronics glass manufacturing provides a foundation for controlling dimensional precision, surface quality, and batch consistency. The company has disclosed progress in hole formation, seed layer deposition, electroplating via filling, and multilayer RDL processes, and is carrying out joint development and validation with North American customers; its memorandum with Intel also makes it one of the clearer cases among A-share companies of industrial collaboration with advanced packaging customers.
On the domestic supporting side, on the equipment front, DR Laser and HGTECH are laying out TGV laser processing, Dongwei Technology is advancing electroplating and deposition equipment, and Tiancheng Technology is developing chemicals required for metallization and via filling. As customer validation deepens, upstream and downstream collaboration will jointly influence the pace of industrialization.
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Source: Securities Market Weekly
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AI Drives Up Demand for Copper Clad Laminate, Listed Companies Accelerate Layout of High-End Production Capacity
2026-09-14
On September 12, Hongchang Electronic Materials Co., Ltd. (hereinafter referred to as "Hongchang Electronic") released a private placement plan announcement, proposing to raise no more than 1.8 billion yuan for high-end copper clad laminate, prepreg, and advanced packaging film material (GBF) projects, stepping up investment in core printed circuit board (PCB) substrate materials required for AI servers and data centers.
According to the plan disclosed this time, Hongchang Electronic's raised funds will be used for three major projects and to supplement working capital. It plans to invest 1.055 billion yuan (RMB, same below) in a project with an annual output of 13.2 million sheets of high-end copper clad laminate and 31.2 million meters of prepreg at its wholly-owned grandchild company Zhuhai Hongren Electronic Materials Technology Co., Ltd.; invest 95 million yuan in an intelligent and green upgrading and renovation project with an annual output of 9.6 million meters of high-end prepreg at its wholly-owned subsidiary Wuxi Hongren Electronic Materials Technology Co., Ltd.; invest 320 million yuan in an advanced packaging film material project, with the remaining funds used to supplement working capital.
"The company has been deeply engaged in the field of electronic-grade resins and copper clad laminates for many years and has formed a complete industrial chain of 'electronic-grade resins - prepreg - copper clad laminate.' With the explosive growth driven by the rapid deployment of downstream fields such as AI computing infrastructure, the company needs to accelerate the layout of high-end product production capacity reserves to undertake growing high-end market demand, enhance its industry position, and cultivate new performance growth points," a relevant person from the securities department of Hongchang Electronic told a Securities Daily reporter.
Hongchang Electronic's investment move is not an isolated case. Wind data shows that since the second half of this year, in addition to Hongchang Electronic, at least three other listed companies in China's copper clad laminate industrial chain have successively disclosed announcements on capacity expansion and new project implementation, collectively betting on the high-end computing materials track, reflecting the trend of structural upgrading and accelerated development in the copper clad laminate industry under the wave of AI computing power.
In early August this year, the Kingboard (Jiangxi) New Materials Industrial Park project under Kingboard Laminates Holdings Limited (hereinafter referred to as "Kingboard Laminates"), a Hong Kong-listed company, officially broke ground at the Ganxiang Cooperation Industrial Park in Shangli County, Pingxiang City, Jiangxi Province. The project has a total investment of 3 billion yuan and is planned to be built in two phases, with the first phase involving an investment of about 1 billion yuan.
Kingboard Laminates believes that with the vigorous development of artificial intelligence servers, supercomputing clusters, high-level intelligent driving, and new energy vehicle electronics, PCB requirements for underlying high-frequency, high-speed, high-heat-dissipation, and high-reliability copper clad laminates and upstream core materials such as electronic glass fiber cloth and copper foil have significantly increased. The project will deeply leverage the parent company's technological accumulation and high-end production capacity layout in the AI computing power and automotive electronics tracks, helping to alleviate the supply-demand gap for high-end computing substrate materials.
In late July, the second factory project of Guangdong Shengyi Technology Co., Ltd. (hereinafter referred to as "Shengyi Technology"), a leading copper clad laminate enterprise, located in Dongguan Songshan Lake with a total investment of about 5.2 billion yuan, officially started construction. The project focuses on frontier fields such as high-frequency and high-speed materials for AI servers, smart automotive electronic substrate materials, and high-end packaging substrate materials. After completion, it will produce 48 million square meters of high-performance copper clad laminate and 100 million meters of commercial bonding sheet annually, and is expected to be put into operation successively in the second half of 2027.
On July 22, Jin'an Guoji Group Co., Ltd. issued an announcement stating that after friendly negotiations with the People's Government of Jinwan District, Zhuhai City, the two parties reached a cooperation intention on matters related to the company's capital increase and production expansion project in Jinwan District, Zhuhai City, and signed the "Jin'an Guoji Capital Increase and Production Expansion Project Investment Agreement." The intended investment of the project is about 2 billion yuan, building an annual output of 20 million sheets of copper clad laminate and 40 million meters of prepreg for sale.
Prismark, a globally renowned market research and consulting company in the electronics industry, predicts that the global copper clad laminate market will be about 24.2 billion US dollars in 2026, up 29.4 percent year on year; among which high-speed copper clad laminate will be about 9.5 billion US dollars, up 52.6 percent year on year.
"The prosperity of this round of the copper clad laminate industry is not a simple cyclical rebound, but a structural upgrading opportunity brought about by the iteration of AI computing power. In the past, industry growth mainly came from consumer electronics and traditional communications, but the current focus of demand has shifted to computing infrastructure such as AI servers and high-speed switches, imposing higher technical thresholds on the dielectric performance, signal loss, and heat resistance stability of copper clad laminates, and there is a supply gap for high-end materials. Domestic manufacturers need to continue investing in production line transformation, product certification, and new material research and development, and an integrated layout across the entire industrial chain will create stronger competitive advantages," Qiu Sisheng, chief economist of Shenzhen Wanzhong Management Consulting Co., Ltd., told a Securities Daily reporter.
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Source: Securities Daily
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Another Materials Manufacturer Announces Price Hikes for CCL and Substrate Materials
2026-08-17
According to a report by Taiwan's Economic Daily News, materials manufacturer Nan Ya Plastics Corporation (hereinafter referred to as "Nan Ya Plastics") will significantly increase prices for copper clad laminate (CCL) and substrate materials starting in September. The market estimates that the price increase will range between 5% and 10%.
According to a price adjustment notice from Nan Ya Plastics circulating in the market, the document states that recent sustained price increases in raw materials such as copper foil, fiberglass fabric, and resin have led to a substantial rise in CCL production costs. Although Nan Ya Plastics has tried to absorb the costs internally, the magnitude of the cost increase has been too great. To reflect these higher costs, the company will moderately adjust some of its selling prices, with substrate and base material prices each rising by 20%, effective September 1.
In response to market rumors, Nan Ya Plastics officially stated that in order to cope with rising costs across various materials, the company has indeed been continuously negotiating with customers and gradually raising product prices since the beginning of this year. Overall, the cumulative increase for various electronic materials products this year ranges between 50% and 100%, but the extent of price adjustments varies by product due to differences in specifications, costs, supply and demand, and other factors.
Nan Ya Plastics emphasized that the company has always negotiated and discussed prices with individual customers on a case-by-case basis, and does not unilaterally issue price increase notices, nor has it ever announced a one-time, unilateral 20% price hike.
Therefore, the price adjustment letter circulating in the market is not an official notice issued by the company to its customers, and is speculated to be correspondence from the negotiation process with a specific customer.
However, Nan Ya Plastics confirmed that multiple products will indeed see price increases starting in September, with the market generally estimating the hikes to be between 5% and 10%.
In terms of the electronic materials product market, Nan Ya Plastics stated that among all materials, fiberglass fabric is currently facing the most severe shortage, with copper foil supply also in a similar situation. This has in turn driven up both the material and manufacturing costs of CCL.
Nan Ya Plastics also recently noted that the four major U.S.-based cloud service providers (CSPs) are expanding their capital expenditures, which has driven the upstream electronic materials sector to face structural shortages and price increases. Nan Ya Plastics has been gradually raising prices on electronic materials to reflect these costs. In the fiberglass yarn segment, due to tight supply of electronic-grade fine yarn, low dielectric constant, and low coefficient of thermal expansion specialty fiberglass, Nan Ya Plastics has not only increased relevant production capacity in response to market demand but has also raised prices. In the fiberglass fabric segment, prices have also been adjusted upward due to capacity enhancements and increased sales growth of low thermal expansion coefficient fabric types.
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Source: Xin Zhi Yuan (Chip Insights)
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PCB Upstream Q-Cloth Inventory Nearly Depleted
2026-08-21
According to Caixin News, the booming AI server market has driven a surge in demand for upstream PCB substrates, with domestic electronic yarn and electronic cloth supply-demand dynamics remaining tight and inventories nearly depleted. In the first half of this year, the industry has already undergone five rounds of price hikes. As of late August, the average price of G75 electronic yarn had surged 53% from the end of May, while mainstream 7628 electronic cloth posted a monthly increase of 17%-18%, with prices doubling from the beginning of the year. Ultra-thin and extremely thin specialty electronic cloths have seen price increases exceeding 140% year-to-date.
The current price surge in electronic yarn/cloth is driven by the combined forces of explosive structural demand from AI computing and rigid supply-side shortages.
On the demand side, the layer count of AI server PCBs has increased significantly, with high-end electronic cloth usage per unit rising 3 to 8 times compared to traditional servers. This is further supported by baseline demand from consumer electronics and automotive PCBs, collectively expanding the market.
On the supply side, leading manufacturers have actively curtailed production of conventional electronic cloth, reallocating capacity toward higher-margin ultra-thin and high-frequency specialty cloths, thereby exacerbating supply constraints for standard specifications. Coupled with strict controls on new kiln additions in the earlier period—and new production lines requiring up to two years to build—short-term capacity cannot be released, leaving the industry's near-zero inventory and tight supply-demand balance unlikely to ease in the near term.
High-end Q-cloth, in particular, has emerged as the core incremental segment in the industry, with technical barriers and profitability far exceeding those of traditional electronic cloth. Q-cloth features ultra-low dielectric constant and dissipation factor, significantly enhancing high-frequency signal transmission efficiency—making it ideally suited for next-generation AI servers, 1.6T/3.2T optical modules, and high-end switch computing hardware. Its usage per unit is 5 times that of traditional servers.
Currently, the global Q-cloth supply has long been monopolized by Japanese companies. However, domestic manufacturers are accelerating technological breakthroughs, with some having already completed customer qualifications and achieved small-volume shipments, paving the way for future mass production scaling.
Looking ahead, with the traditional peak season for the electronics industry in the second half of the year, combined with continued AI infrastructure buildout, electronic yarn/cloth prices are expected to maintain their upward trajectory, reinforcing the industry's volume-and-price dual-growth pattern. In the medium to long term, with new capacity releases lagging behind demand, the industry's high-prosperity cycle is likely to persist.
Institutions project a supply-demand gap of 113 million meters for standard electronic cloth in 2026, with the gap potentially widening further in 2027, alongside accelerating domestic substitution for high-end products.
In terms of A-share market opportunities, investors may prioritize leading electronic cloth manufacturers with ample capacity and a high-end product mix, while also keeping an eye on domestic substitute candidates that have achieved breakthroughs in Q-cloth technology. (Source: Everbright Securities Micro-Insights)
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Source: Everbright Securities Micro-Insights
Disclaimer: We respect originality and also value sharing; the copyright of text and images belongs to the original authors. The purpose of reprinting is to share more information, which does not represent the position of this account. If your rights are infringed, please contact us immediately for deletion. Thank you.
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