A Fire at One Plant Takes Out 4% of High-End Copper Laminate
An explosion and fire at Panasonic’s multilayer materials plant in Hsinchu, Taiwan on 4 November damaged core production for the MEGTRON series of high-speed laminates, with an early estimate putting about 4% of global high-end copper-clad laminate supply offline and a restart measured in months. Taiwanese laminate makers are named as likely recipients of redirected orders. This is the layer between a chip package and a rack, and it is where AI servers and 800G switches meet a four-supplier market.
