Foreign investors have significantly raised their price targets for Taiwan's leading copper-clad laminate (CCL) manufacturers, with some projections reaching 6,000 TWD. This bullish sentiment is driven by the surging demand for AI servers, which require high-performance materials. Companies like Taiwan Circuit Laminate (TCL) are seeing increased interest as the infrastructure for artificial intelligence expands globally. The competition for components has intensified, leading to a "material war" among server suppliers. Analysts suggest that the shift toward higher-layer boards will benefit these CCL giants. Consequently, institutional investors are aggressively adjusting their portfolios to capitalize on this trend. The overall outlook remains positive as AI integration continues to accelerate across the tech sector.