Taiwan's copper-clad laminate makers jumped to their daily limit, a win for investors riding the AI hardware boom.

• EMC (台光電), Gold Circuit (金像電) and Taiwan Union Technology (台燿) all hit their limit-up ceiling, with thousands of unfilled buy orders stacked up.
• Iteq rose over 6% and other laminate names followed, as money rotated into the sector.
• Demand for high-end laminate is being pulled up by AI servers, custom chips, 1.6T switches and optical modules, with strength expected to run into 2027 and 2028.
• A US brokerage raised earnings forecasts for EMC and Taiwan Union and kept buy ratings, arguing EMC's lead in top-tier materials for Nvidia boards outweighs any market share it may lose.
• The whole Taiwan market exploded higher the same day, with the index up more than a thousand points to a record near 50,000 and TSMC setting an all-time high, helped by a weak US jobs report that lifted Wall Street and Asia.

Outlook: The rally in laminate stocks looks set to continue on AI demand, though analysts warn against chasing weaker names given how much the market has run.