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PCB makers look for new sources of water MANY FACTORS: Raw material price hikes are likely to dent PCB makers’ Q2 earnings, but not so much if Asian currencies fall against the US dollar, Yuanta analysts said By Chen Cheng-hui / Staff reporter Local printed circuit board (PCB) makers are planning alternative water sources such as using recycled water, preparing water storage facilities or hiring water trucks to transport water from remote areas in anticipation of more stringent water rationing as the nation’s most severe water shortage in 56 years worsens. PCB production in Taiwan is somewhat clustered in the Taoyuan region, where the water shortage alert was on Friday raised from “yellow” to “orange,” resulting in reduced water supplies for households and industrial users. ....
Strong NT dollar weighs on PCB makers: analysts By Chen Cheng-hui / Staff reporter The New Taiwan dollar’s continued appreciation against the US dollar would drag on printed circuit board (PCB) manufacturers’ earnings this quarter, analysts said, adding that high costs for raw materials and shipping driven by restocking demand would also affect their business. However, PCB makers’ gross margins would be less strongly affected, as many firms in the sector plan to raise prices to reflect cost pressure, Yuanta Securities Investment Consulting Co (元大投顧) said in a note last week. “We estimate that if the NT dollar’s appreciation rises by one dollar against the greenback, PCB makers’ core earnings would drop 10 percent, while a 10 percent copper price hike would reduce their earnings by 5 percent,” Yuanta analysts led by Liu Szu-liang (劉思良) said in the note. ....
Share this article Share this article ResearchAndMarkets.com s offering. The global organic substrate packaging material market grew at a CAGR of around 6% during 2014-2019. Organic substrate packaging materials are utilized on the foundation layer of printed circuit boards (PCBs) to provide high reliability and outstanding electrical performance. These packaging materials reduce the overall weight of PCBs and increase their functionality and dimensional control. Besides this, they assist in minimizing the environmental impact of PCBs as compared to their inorganic counterparts. Consequently, the demand for organic substrate packaging materials is escalating across the globe. A significant rise in the demand for portable electronic devices, in confluence with the advancements in information and communication technology (ICT), represents one of the key factors impelling the global organic substrate packaging materials market growth. Apart from this, the growing pop ....