Copper clad laminate (CCL) manufacturer Arisem achieved record quarterly revenue in Q2, driven by the materialization of CCL price increases. Analysts project Arisem's Q2 gross margin to reach 22% with an EPS of 3.4 yuan, anticipating stronger profitability in Q3.
High-end CCL supply is tightening, driving up costs for AI server and networking PCB manufacturers, which will eventually impact system integrators.