AI inflation spreads again: 10% resin price increase drives full upstream inflation in PCB industry

From a macro perspective in Q2 2026, the global electronic materials market is undergoing a profound transformation driven by an interplay of “cost-push” factors and “structural shortages.” Recently, leading copper-clad laminate (CCL) companies such as Kingboard announced a uniform 10% price increase for board materials and PP prepreg. This development not only signifies the official end of a three-year destocking cycle, but also reveals that core upstream raw materials such as resin and electronic fiberglass cloth have entered a substantive period of supply contraction.