Discounted exposure to copper clad laminates
A value play from a regular contributor
We have a number of readers who identify as value investors. In the midst of this AI melt-up, they have been trying to find some value plays.
We feature one such idea contributed via email today.
This is said to be one of the cheapest ways to have copper clad laminate (CCL) exposure. You can own the majority of a CCL company through a holdco, with the holdco’s four other divisions covering almost the entire market cap of the holdco.
The tightness of the CCL market, and its attractiveness to investors seeking AI exposure, is evident from this story translated in Jukan’s tweet:
Jukan@jukan05
"Even China Has No Volumes"... CCL Shortage Reaches Crisis Level
A PCB manufacturer in the Seoul metropolitan area recently placed advance orders worth 10 billion won with two Taiwanese CCL (copper clad laminate) producers, EMC and TUC. The volume is more than five times the
10:44 PM · May 3, 2026 · 106K Views
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