CCL Giant Kingboard Laminates Issues Eighth Price Hike of the Year

Eight increases in a single year signals this is a supply-chain story, not a one-off adjustment: thin glass fabric and yarn are the binding constraint, and Kingboard is passing upstream tightness downstream rather than absorbing it. That matters most for downstream PCB and CCL buyers whose input costs keep stepping up, and for anyone tracking whether AI-driven demand for thinner laminates is genuinely outrunning upstream capacity. Whether further notices follow, and whether the upstream glass cloth and yarn squeeze eases, is the open question.