News Summary

• Iran struck Saudi Arabia’s Jubail petrochemical complex in early April, forcing a halt in production of high-purity polyphenylene ether (PPE) resin.
• Demand has been accelerating sharply since March as manufacturers scramble to secure raw material supplies and soften the impact of skyrocketing costs.
• Daeduck Electronics, a South Korean PCB maker whose customers include Samsung Electronics, SK Hynix and AMD, has begun discussions with customers over price increases.
• The global PCB industry is projected to increase by 12.5% to reach $95.8 billion in 2026.