AI inflation spreads again: 10% increase in resin prices drives overall upstream inflation in PCB manufacturing

SnapshotLaborer · 2026-04-07T00:59:48+00:00

From the macro perspective of the second quarter of 2026, the global electronic materials market is undergoing a profound transformation driven by "cost pressures" and "structural shortages." Recently, leading companies in the copper-clad laminate (CCL) industry, headed by Kingboard, announced a uniform 10% price increase for board materials and PP semi-cured sheets. This signal not only marks the official end of a three-year inventory destocking cycle but also reveals that upstream core raw materials such as resins and electronic glass fabrics are entering a period of substantial supply contraction.

SnapshotLaborer

2026-04-07 00:59:48

From a macro perspective in Q2 2026, the global electronic materials market is undergoing a profound transformation intertwined by “cost-driven” forces and “structural shortages.” Recently, leading CCL (copper-clad laminate) companies led by Kingboard announced a uniform 10% price increase for sheet materials and PP semi-cured sheets. This signal not only marks the official end of a three-year inventory de-stocking cycle, but also reveals that upstream core inputs such as resins and electronic fiberglass cloth have entered a period of substantive supply contraction.

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