花旗：中国 PCB 5 月月度追踪、投资者反馈及我们的观点

V i e w p o i n t | 11 Jun 2025 00:24:17 ET │ 13 pages China PCB May Monthly Tracker, Investor Feedback and Our Thoughts CITI'S TAKE Our May monthly tracker indicates that: (1) Taiwan PCB makers posted 15th month of consecutive YoY growth, bringing YTD revenue growth to 20%. (2) On the cost side, Taiwan CCL makers' revenue reported a consecutive 22nd month YoY rise in May and YTD revenue grew by 43% YoY. Meanwhile, copper price rose, epoxy resin mid-price down and E-fabric price flat in May. We believe cont ...