Wus Printed Circuit

Headlines · 2

1. Oct 19
   AI demand pushes Taiwan PCB output toward NT$1.1 trillion as TPCA Show opens

   Taiwan's Printed Circuit Board Association (TPCA) estimates the island's PCB output at home and abroad will reach NT$1,136.5 billion in 2026, up 24.2% year on year and a record high, driven by AI infrastructure demand for high-end substrates, high-layer-count boards and HDI, plus tight high-end materials that are lifting prices. First-half PCB materials output reached NT$271.6 billion, up 38.6%, as glass fiber cloth and copper foil stayed in short supply. TPCA said the squeeze has spread from materials such as Low CTE, Low Dk2 and HVLP4 to CCL, ABF substrates and process equipment and consumables, with some new capacity only arriving between 2027 and 2029 and tightness expected to last at least into 2027. The 2026 TPCA Show runs October 20-22 at Taipei Nangang Exhibition Center, with Unimicron, Kinsus, Compeq, Wus Printed Circuit, Elite Material, Taiwan Union Technology and others exhibiting.

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2. Oct 14
   Ziguang and Wus forecast sharp profit growth on AI infrastructure demand

   Ziguang Co. issued preliminary results for the first three quarters of 2026, estimating net profit attributable to shareholders of 2.42–3.06 billion yuan, up 72.38%–117.97% year on year, with adjusted net profit of 2.10–2.74 billion yuan, up 43.84%–87.68%. The company attributed the growth to released AI demand, its focus on AI infrastructure and solutions, expansion of overseas business, and the late-May purchase of an additional 6.98% stake in H3C. On the same day, Wus Printed Circuit forecast net profit of 5.45–5.70 billion yuan for the period, up 100.54%–109.74%, citing structural demand from high-speed switches, AI servers, high-performance computing and smart vehicles, plus a swing to profit at its Thai subsidiary.

   IT之家 AI · 🔥 0

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