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Title:PCB: Buy ITEQ, Compeq, Unitech
Download File:PCB industry note 180111--sinopac.pdf 
Summary:PCB industry: Impact from Kunshan wastewater emission restriction

Water restriction update: In DEC, 2017, the Kunshan City Government ordered more than 250 factories to immediately shut down for a period of about two weeks to reduce water pollution in the Wusong River. The order was later postponed to an unspecified date. We havenít heard of any plan to enforce the order, but local authorities will follow Beijingís lead to tighten environmental regulations.

Downstream PCB makers would be the main victims: Taiwanese PCB upstream (copper foil, glass fiber) and midstream (copper clad laminate, CCL) manufacturers donít have any factories in Kunshan City and wonít be directly impacted by the order; however, several Taiwanese PCB downstream producers have plants in the city, including Dynamic Electronics (6251 TT), Career Technology (6153 TT), Uniflex Technology (3321 TT), and Flexium Interconnect (6269 TT). We are most concerned about Uniflex and Dynamic Electronics because their wet process capacities are in Kunshan, whereas Career Technology and Flexium have most of their wet process capacities in Taiwan.
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