ended5월 10일· 1 sources

AI Boom Triggers Global CCL Shortage as Import Prices Shatter Records

AI 반도체 열풍이 불러온 CCL 수급 대란, 수입가 사상 첫 2만 달러 돌파

Why it matters

The explosive growth of AI infrastructure, particularly for advanced GPUs like NVIDIA Rubin, has created a severe supply-demand imbalance for high-end Copper Clad Laminates. This shortage is forcing manufacturers into aggressive price hikes and capacity races, fundamentally shifting procurement strategies for the global semiconductor and PCB industries.

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Growth
132d
Active
CCLNVIDIA RubinAI AcceleratorCopper Clad LaminateT-glass fiberPCB Supply Chain

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