Global cloud service providers are continuing to expand AI infrastructure, driving a surge in demand for high-frequency, high-speed PCBs and making copper-clad laminate (CCL) upgrades increasingly critical to system performance. With both PCB layer counts and material specifications rising, Taiwan suppliers including Elite Material (EMC), Taiwan Union Technology (TUC), Iteq, Nan Ya Plastics, and Ventec are expected to sustain strong shipments through the second half of 2026.