The AI build-out will keep the boom in high-end CCL (Copper Clad Laminate) going to 2030 said Elite Material (EMC) Chairman Ding Yu Dong, media report, adding EMC is expanding capacity in Taiwan, Malaysia and China to meet demand. EMC may expand its US plant depending on demand and US policy. He also does not see PTFE as a threat to high-end CCL due to cost, legacy process issues, supply chain dynamics and more, and said only one player is pushing PTFE now while Elite and others are taking a wait-and-see approach. EMC’s M10 material (CCL) will launch at end 2026, and M11 in 2028. https://money.udn.com/money/story/5612/9825897?dark_mode=1