NuAxiSemiconductor trade intelligence
TLB Plans 120 Billion Won Rights Offering to Build Vietnam Plant, Double PCB Capacity
What happened
TLB plans a 120 billion won rights offering to build a second plant in Vietnam, doubling its PCB production capacity. The expansion targets high-end substrates for SoCAMM and LPCAMM memory modules. This supply increase signals a bearish outlook for related PCB pricing.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
PCBSoCAMMLPCAMM
TLB Co., Ltd.
capacity_expansionrights_offeringvietnammemory_module
Source and time
Source: The Elec · 4/11/2026 · View original source
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