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

DEV Community·AtlasPCBEngineering·23 days ago
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#pcb#electronics#hardware#ai#glass#material
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Korea CCL Import Prices Break $20,000/Ton Barrier for First Time May 10, 2026 — The copper clad laminate (CCL) market is experiencing its most severe supply crunch in decades, with South Korea's import prices reaching an unprecedented $20,728 per ton in March 2026—a 74.5% surge from $11,880 a year earlier, according to Korea Customs Service data reported by Hankyung . This marks the first time CCL import prices have exceeded $20,000 per ton since records began in 2000. The severity of the shortage is illustrated by procurement behavior: one Seoul-based PCB maker reportedly placed advance orders worth KRW 10 billion (approximately $7.2 million) with Taiwan's EMC and TUC—more than five times its typical monthly usage—to secure supply amid tightening conditions. What's Driving the CCL Shortage The fundamental driver is a structural shift toward higher-value, AI-optimized materials .…

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