Copper clad laminate (CCL) manufacturer Lianmao's Q2 revenue reached a historical high, driven by product price increases. Analysts significantly raised Lianmao's profit estimates by approximately 60% and increased its target price, citing continued tight upstream material supply and growing server demand.
High-end copper clad laminate and fiberglass cloth supply remains constrained, driving up prices and boosting profitability for key component manufacturers like Lianmao.