NuAxiSemiconductor trade intelligence
Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike
What happened
Mitsubishi Gas Chemical (MGC) has raised CCL prices by 30%, following a similar move by Resonac, due to a shortage of high-end glass fiber cloth driven by demand from Nvidia and Apple. The shortage is intensifying, forcing material suppliers to pass on costs and squeezing their profit margins. Bullish: Direct, quantified price increase for a critical substrate material indicates sustained upward pressure on downstream component costs.
Impact and signal
High impactImpact score: 92/100
Affected components and suppliers
IC SubstrateCopper Clad Laminate (CCL)Glass Fiber Cloth
Mitsubishi Gas Chemical (MGC)Resonac
shortageprice-hikesupply-chain
Source and time
Source: DigiTimes Asia · 3/4/2026 · View original source
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