Nan Ya, a major in plastic processing and electronic materials, is experiencing rising prices and increased sales volumes for its fiberglass cloth and copper-clad laminate (CCL) products. This surge is also impacting a 'Silicon Wafer Materials Major,' which saw its stock hit the daily limit.
Upstream material costs for high-speed PCBs and advanced packaging are rising, indicating tightening supply and increased input costs for AI server and memory manufacturers.