AI server tracker: Taiwan's CCL, PCB and IC substrate suppliers see widening growth gap despite AI boom
<p class="P1" data-pm-slice="1 1 []">Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending. All 10 tracked companies recorded nine-month year-over-year revenue growth, and seven generated more revenue by September 2026 than in all of 2025, although their momentum differed markedly.
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