Panasonic
6 hours ago

Panasonic Hukou plant fire leaves 5 injured and 2 missing as CCL order spillover draws attention

A fire and a series of explosions broke out at Taiwan Panasonic’s Hukou Plant No. 3 in Hsinchu County at 2 a.m. on Nov. 4, leaving five employees injured and two Taiwanese employees missing, according to a report by Commercial Times cited by ABMedia. The cause of the incident remains under investigation. The site, located on Guangfu Road in Hukou Township, is a five-story steel-framed factory building registered with solar power and radioactive material facilities. Hsinchu County Fire Bureau dispatched 13 units, 23 fire engines, 48 firefighters, and three ladder trucks to contain the blaze and protect the surrounding area. The injured workers, who suffered burns, chest and abdominal pain, and breathing difficulties, were sent to Ton Yen General Hospital in Zhubei and Ren-Tzu Hospital in Hukou. All were conscious. Because the plant mainly produces high-speed printed circuit board, or PCB, and semiconductor packaging materials, the accident has also drawn attention from the electronics supply chain. PCB industry analyst kokycpcb said in a social media post that any spillover in Panasonic’s high-end copper clad laminate, or CCL, orders would likely be split by grade: M8 and above to EMC, and M6/M7 to Nan Ya Plastics. Still, the report noted that this remains the analyst’s personal view, and the actual impact is unclear because the damaged production line and whether it involved Megtron-series materials have not been confirmed.

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Panasonic Hukou plant fire leaves 5 injured and 2 missing as CCL order spillover draws attention
Kingboard Laminates
Oct 14, 2026

Kingboard raises some CCL and prepreg prices by 15%, while Panasonic plans 200% hikes on selected products from 2027

Price increases in the copper clad laminate, or CCL, market are spreading across Asia. Kingboard Laminates, a major Chinese CCL producer, said on Oct. 13 that it would raise prices by 15% on new orders for CCL and prepreg made with 2116-grade and thinner fiberglass cloth, marking its eighth price adjustment this year. The company said demand for thin fiberglass cloth has stayed strong while upstream supply of fiberglass cloth and fiberglass yarn remains tight, pushing raw material costs higher. Panasonic has also notified customers that some CCL products for standard multilayer boards will see a 200% price increase on shipments starting Jan. 1, 2027. The adjustment applies to the R-1705, R-1766, R-1566 and R-1755 series, with R-1705 covering all specifications and the other models applying to products with thickness of 1.1 mm or above. The change will apply across production sites in Koriyama, Guangzhou, Suzhou, Taiwan and Thailand. The report also cited Sinolink Securities in Hong Kong, which said demand for AI-related CCL and printed circuit boards remains strong. In the third quarter, EMC posted revenue of NT$60.885 billion, up 28.79% quarter over quarter and 142.13% year over year, while TUC reported NT$17.948 billion, up 25.51% from the previous quarter and 122.6% from a year earlier.

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Kingboard raises some CCL and prepreg prices by 15%, while Panasonic plans 200% hikes on selected products from 2027