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Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift

What happened

Fulltech Fiber Glass approved a THB 3.1 billion (~USD 99 million) capex plan to build a new plant in Thailand, targeting production start by 2027. This move supports the broader industry shift of copper-clad laminate (CCL) production capacity to Southeast Asia. 利空: Long-term increase in CCL supply capacity, potentially easing future constraints and exerting downward pressure on prices.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

CCL
Fulltech Fiber Glass
capacity-expansionsupply-chain-shift

Source and time

Source: DigiTimes Asia · 3/2/2026 · View original source

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