CCL Market Tightens as Korea Import Prices Surge 74.5% YoY — AI Demand Drives Copper Clad Laminate Shortage

Short summary

South Korea's copper clad laminate imports surged 74.5% YoY to record $20,728/ton in March 2026, driven by demand for AI-optimized PCBs requiring premium T-glass fiber. The shortage affects GPU and AI accelerator substrates globally, with manufacturers implementing tiered pricing and capacity expansions. Hardware teams should forecast early, dual-source materials, and lock pricing.

• •CCL prices hit 74.5% YoY surge to record levels, driven by AI infrastructure demand
• •Premium T-glass shortage impacts GPU and AI accelerator substrates globally
• •Hardware teams should dual-source materials, lock pricing, and forecast 6-12 months ahead

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