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.
The report cites TPCA's assessment that AI server and high-speed networking demand will keep PCB materials and capacity tight at least into 2027, showing AI hardware growth propagating upstream to materials and equipment.
受惠 AI 伺服器、高速網通及記憶體等需求持續擴張，台灣 PCB 產業今年呈現價量齊揚態勢，全年海內外總產值有望首度突破兆元大關。隨產業景氣持續升溫，2026 年 TPCA Show 將於 20 日至 22 日在南港展覽館登場，包括 IC 載板、硬板、銅箔基板（CCL）、玻纖布、銅箔、鑽針、墊板及設備等指標廠商均將參展，市場關注AI帶動的高階PCB需求、關鍵材料供需及漲價趨勢，以及各廠商最新技術與擴產布局。
#Taiwan Printed Circuit Board Association (TPCA)#TPCA Show 2026#Unimicron#Kinsus#Compeq#Wus Printed Circuit#Elite Material#Taiwan Union Technology#Taiwan Glass