From a macroeconomic perspective, the second quarter of 2026 sees the global electronic materials market undergoing a profound transformation driven by a combination of "cost pressure" and "structural shortages." Recently, leading manufacturers of copper-clad laminated boards (CCL), headed by Kingboard, announced a unified price increase of 10% for boards and semi-transparent PP pre-press sheets. This signal marked the official end of a three-year inventory reduction cycle and revealed that key raw materials such as resins and electronic glass fabrics have entered a real phase of supply contraction.