TPCA Show

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1. Oct 21
   TPCA panel: AI demand pushes PCBs past 70 layers as equipment lead times stretch to 2–3 years

   At the 2026 TPCA Show industry forum on Oct. 21, Prismark partner Chiang Hsu-kao (姜旭高) said PCB growth momentum has shifted markedly toward AI, with demand rising for high-end PCBs, HDI and IC substrates, while consumer-electronics players face higher material prices, longer equipment lead times and lower purchasing priority. He warned that some equipment deliveries may take two to three years, and that if new capacity outpaces demand growth the industry could face oversupply and price pressure. Unimicron executive general manager Lan Ting said AI servers, switches and storage are pushing high-end PCBs from 30–40-plus layers toward more than 70 layers and IC substrates past 30 layers, requiring integrated equipment data, inspection data and production systems to improve yield.

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