The repercussions of geopolitical tensions in the Middle East are swiftly spreading beyond the energy sector, now reverberating through the global high-end electronics industrial chain. Since late March, the production halt in Saudi Arabia's Jubail Industrial Area—a key supplier accounting for roughly 70% of the world's high-purity polyphenylene ether (PPE) resin—has triggered a staggering month-on-month price surge of up to 40% for certain PCBs in April. Data from Wind indicates that on June 9, the Wind Circuit Board Concept Index experienced a notable spike of 5.68%. Analysts highlight that the interruption in PPE resin supply will inevitably propel production costs for copper-clad laminates (CCL) and PCBs upwards. Amidst the relentless growth in AI computing power demand and the swift advancement of high-end materials, leading CCL manufacturers boasting self-sufficiency in upstream materials, along with PCB industry frontrunners deeply integrated with AI computing power needs, are poised to be the main beneficiaries in this wave of price escalations.