Goldman Sachs issued a report on Taiwan's Copper Clad Laminate (CCL) sector, assigning "Buy" ratings and target prices of NT$9,500 for Taiyo (2383) and NT$2,860 for Taiwang (6274). These revised targets drove both stocks to hit daily price limits today, reflecting expectations for increased shipments to AI platforms.
High-end Copper Clad Laminate (CCL) demand for AI platforms is tightening, driving analyst price target increases for key material suppliers.