铜箔基板厂台光电注资加州子公司 扩大投资美国

Core Viewpoint - Taiwan's Taisol Electronics (台光电) announced a significant investment of $49 million (approximately NT$1.45 billion) in its wholly-owned subsidiary Arlon EMD in California, aiming to enhance its production capabilities in North America and capitalize on the growing demand for copper-clad laminates (CCL) [1] Investment Details - The investment will involve the installation of two new coating machines, automation hardware, chemical mixing equipment, and other facilities, building on previous upgrades in operating systems and lamination equipment [1] - The expansion is expected to be operational by the end of 2026, further solidifying Taisol's presence in the North American market [1] Market Position and Performance - Taisol is the first PCB-related stock in Taiwan to exceed NT$1,000, closing at NT$1,120 with a gain of NT$15 last Friday [1] - Analysts are optimistic about Taisol's growth prospects, citing strong demand for CCL and the strategic move to expand in the U.S. as a way to leverage manufacturing opportunities [1] Capacity Expansion Plans - Taisol is proactively expanding its global production capacity, with plans to complete expansions in its facilities in mainland China (Huangshi and Zhongshan) and Penang, Malaysia by 2025, increasing total capacity by 33% [1] - Additional investments in new factories and capacity in Taoyuan, Kunshan, and Zhongshan are planned for 2026, with further capacity expansion in Penang also set to begin in 2026, potentially increasing total capacity by nearly 30% [1]