Mulinsen PCB price increases across the board + Morgan Stanley is optimistic about PCB, consumer electronics ETF ChinaAMC (159732) soared nearly 6%
📊Executive Summary
The article discusses significant price increases in printed circuit boards (PCBs) by Mulinsen, which are set to rise by 20% due to shortages and rising costs of raw materials like fiberglass and copper foil. This price hike, effective from June 12, is indicative of a broader trend in the PCB market driven by AI and telecommunications sectors. Morgan Stanley projects substantial growth in the AI optical module PCB market, expecting it to expand from $620 million in 2025 to $3.77 billion by 2028, reflecting a compound annual growth rate of 83%. This growth is likely to impact procurement strategies as companies may face increased costs and need to adjust their sourcing plans accordingly....
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