AI server tracker: Taiwan CCL, PCB and IC substrate suppliers see widening growth gap

Taiwan's copper-clad laminate, PCB and IC substrate makers are seeing uneven returns from AI infrastructure spending, with growth diverging sharply between suppliers. The gap stems from differing access to AI server and accelerator orders.

• Taiwan CCL, PCB and IC substrate suppliers show uneven AI-driven growth
• Growth gap tied to differing access to AI server orders
• AI infrastructure demand stays high but benefits are unevenly spread