台湾 PCB 覆铜板-日东电工业绩显示玻璃供应持续短缺，板块同步受影响-Taiwan PCB Laminates ABFBTCCL sector read-across from Nittobos results continued glass shortage

Flash | 05 Feb 2026 11:27:59 ET │ 8 pages Taiwan PCB & Laminates ABF/BT/CCL sector: read-across from Nittobo's results; continued glass shortage Taiwan PCB & Laminates 05 February 2026 Citi Research Nittobo posted results (see our Citi JP analyst's report here) on Feb 5th after-market. For ABF/BT substrate, though no details on T glass price hike magnitude from April is a bit disappointing, Nittobo's consideration of additional T glass capacity expansion along with further price hike looks favorable to ABF/ ...