CITIC Securities says it is positive on the sustainability and growth of the PCB/CCL upcycle. Near term, the sector should benefit from AI-driven product iteration and volume plus price rises in traditional end markets, with H2 2026 earnings expected to be robust. Over the medium-to-long term, the firm sees continued upside from PCB process and material upgrades—notably ASICs, IC substrates, mSAP and PTFE—that could deliver above-market growth, and remains constructive on sector investment oppor

At a Sept. 16 briefing, the Taiwan Affairs Office addressed reports that Taiwan’s 2027 defense budget and special budget will approach 4% of GDP and that Lai Ching-te has pledged to raise defense spending to 5% of GDP. The office criticized the Democratic Progressive Party, saying the move risks crowding out social welfare spending, harming Taiwanese interests and pushing Taiwan into a more dangerous position, and warned such policies will face strong public opposition.

美国9月纽约联储制造业就业指数 10.6，前值9.3。