PCB Stocks: Taiwan PCB, Substrate & CCL Supply Chain Map
End-to-end view of the supply chain: 13 items and 12 Taiwan-listed companies. A company's placement is determined by the products disclosed in its own annual report. Click an item for companies and excerpts; click an edge for the source of that relation. Data: FY2024 annual report, FY2025 annual report, FY2025 annual report.
👆 Click an item to see its companies and annual-report sources; click an edge to see where the relation comes from.
Upstream items & companies
Copper FoilL4・Upstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
Fiberglass FabricL4・Upstream
- 🇹🇼 BAOTEK（5340） — 「玻纖布除持續大宗 布的供應外，將繼續高開纖布、耐 CAF 布及極低膨脹係數（ Low CTE ）布之精進」 Source: 5340 FY2025 annual report (Chinese original), section starting p.54
Core items & companies
Copper Clad Laminate (CCL)L3・Core
- 🇹🇼 EMC（2383） — 「本公司為全球無鹵素 CCL 龍頭，市占率達 34.4」 Source: 2383 FY2025 annual report (Chinese original), section starting p.77
- 🇹🇼 ITEQ（6213） — 「為多層印刷電路板前段製程，自內層線路、製作乾膜至壓合成型」 Source: 6213 FY2025 annual report (Chinese original), section starting p.80
- 🇹🇼 tuc（6274） — 「為多層印刷電路板前段製程，自內層線路乾膜製作至壓合成型。」 Source: 6274 FY2025 annual report (Chinese original), section starting p.97
Printed Circuit Board (PCB)L3・Core
- 🇹🇼 COMPEQ（2313） — 「軟板、軟硬接合板及SMT」 Source: 2313 FY2025 annual report (Chinese original), section starting p.65
- 🇹🇼 CHIN-POON（2355） — 「(2)雙面及多層印刷電路板」 Source: 2355 FY2025 annual report (Chinese original), section starting p.160
- 🇹🇼 GCE（2368） — 「本公司係專業印刷電路板之生產製造商」 Source: 2368 FY2025 annual report (Chinese original), section starting p.91
- 🇹🇼 UNIMICRON（3037） — 「汽車板以及高層數電路板產品之技術能力」 Source: 3037 FY2025 annual report (Chinese original), section starting p.67
- 🇹🇼 Tripod（3044） — 「印刷電路板・PC及其週邊等資訊產品、通訊產品、工業儀器、消費性電子產品、汽車用板等」 Source: 3044 FY2025 annual report (Chinese original), section starting p.40
- 🇹🇼 ZDT（4958） — 「高密度連接板・體積小、電路分布密度高、傳輸效能佳」 Source: 4958 FY2024 annual report (Chinese original), section starting p.45
- 🇹🇼 YUFO（6194） — 「多層板・通訊週邊、電腦週邊設備、電競類產品、智能家居產品、顯示卡、智能交」 Source: 6194 FY2025 annual report (Chinese original), section starting p.54
- 🇹🇼 N.P.C（8046） — 「為各項電子設備中的關鍵零組件，其用途乃做為各電子」 Source: 8046 FY2025 annual report (Chinese original), section starting p.105
IC Substrate (ABF/BT)L3・Core
- 🇹🇼 UNIMICRON（3037） — 「提供全方位產品 - 載板、類載板、 HDI 板、軟硬複合板、多層板及軟板。」 Source: 3037 FY2025 annual report (Chinese original), section starting p.67
- 🇹🇼 ZDT（4958） — 「IC 載板・更輕、體積更小，主要功能為承載IC 做為載體之用途」 Source: 4958 FY2024 annual report (Chinese original), section starting p.45
- 🇹🇼 N.P.C（8046） — 「應用於IC 晶片(Chip)產品之承載，使得晶片的輸出及」 Source: 8046 FY2025 annual report (Chinese original), section starting p.105
Downstream items & companies
IC Packaging & Testing (OSAT)L3・Downstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
Optical TransceiversL1・Downstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
Memory Modules (DIMM)L1・Downstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
Solid State Drives (SSD)L1・Downstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
Satellite Ground EquipmentL1・Downstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
AI ServersL0・Downstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
Data Center SwitchesL0・Downstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
LEO SatellitesL0・Downstream
No collected annual-report disclosure for this item yet — the segment may be dominated by non-Taiwan or unlisted players, or not yet covered.
FAQ
Which listed companies are PCB stocks plays?
Based on each company's own annual report disclosures, this map currently places 12 Taiwan-listed companies: COMPEQ（2313）、CHIN-POON（2355）、GCE（2368）、EMC（2383）、UNIMICRON（3037）、Tripod（3044）、ZDT（4958）、BAOTEK（5340）、YUFO（6194）、ITEQ（6213）、tuc（6274）、N.P.C（8046）. A company's position is determined by the products its annual report says it makes — with the original excerpt cited.
Which Taiwan stocks make ABF substrates?
IC substrates (ABF and BT) are a separate node on the map, distinct from conventional PCBs — similar process, different customers (chip packaging vs. system assembly). Click the IC Substrate node to see which listed companies disclose substrate production, each with the original annual-report excerpt.
Where does the data on this map come from?
Two sources, styled differently on the map: relations tagged with a stock code are extracted from that company's annual report (click an edge to see the original Chinese excerpt and page); the backbone chain is an editorial framework that keeps the chain connected end-to-end. Company placements come 100% from disclosures — nothing is inferred.
Why do some items show no companies?
Dashed items have no collected annual-report disclosure yet — the segment may be dominated by non-Taiwan or unlisted players, or simply not yet covered. We deliberately distinguish "no companies" from "not yet covered".
Back to Taiwan annual reports。