CCL厂腾辉电子泰国新厂今开幕昆山同步投资15亿元扩产

CCL(铜箔基板)电子材料制造商腾辉电子-KY(6672-TW)今(26)日于泰国大城府Hi-Tech工业园区举行新厂开幕典礼，正式启用集团在东南亚首座生产基地。配合全球供应链重组及AI高算力、资料中心等新兴应用发展，腾辉电子同步推进泰国厂后续产能建置及中国昆山15亿元扩产计划，进一步强化全球制造布局、供应链韧性与高阶材料竞争力。

腾辉电子-KY泰国新厂开幕典礼由腾辉董事长王有慈、执行长钟健人、董事邱奕诚及集团副总王琢共同主持。大城府最高行政长官—府尹查瓦宁（Chawanin Wongsattjirakan）并率领当地核心首长团队隆重出席，共同见证集团全球策略布局的重要里程碑。

腾辉电子-KY泰国新厂占地约3.5万平方公尺，主要生产铜箔基板及黏合片，目前已开始小量出货，预计2026年底正式量产，后续上胶产能将于2027年陆续开出，届时泰国厂总设计产能预计再提升15%。新厂将落实China+1策略，除服务既有车用电子客户外，也为未来资料中心及高阶电子材料需求预作布局。

腾辉电子-KY指出，因应AI、高阶运算与资料中心市场发展，腾辉-KY已于9月17日经董事会通过15亿元昆山扩产预算，预计2027年第二季开始量产。结合泰国与昆山双基地布局，集团将进一步提升全球产能调度弹性，强化国际客户供应能力。

腾辉电子-KY指出，公司长期深耕少量多样、高度客制化的特殊电子材料市场，未来将持续发挥技术与产品差异化优势，积极拓展车用电子、散热材料、超高频雷达、航太国防及AI高算力等高附加价值应用。

腾辉电子-KY执行长钟健人表示，泰国新厂的启用，是腾辉全球发展的重要里程碑，也代表腾辉电子-KY对国际客户长期承诺的具体实践。面对全球供应链重组与新世代电子技术快速发展，腾辉电子-KY将持续透过技术创新、特殊材料及弹性生产能力，为客户创造更高价值，并积极掌握AI、高阶运算与高附加价值电子材料的成长契机。

腾辉电子-KY透过泰国新厂启用与昆山同步扩产，腾辉-KY将持续完善全球制造与供应体系，深化国际客户合作，为集团长期成长注入新动能。

台湾印刷电路板协会(TPCA)预估 2026 年整体发展态势明显优于过去两年，全年海内外总产值有望首度破兆，达 1 兆 1,365 亿元，年增 24.2%。同时，包括华通(2313-TW)、金像电(2368-TW)、欣兴(3037-TW)、臻鼎-KY(4958-TW)及敬鹏(2355-TW)、定颖(3715-TW)等大型 PCB 业者，都积极在泰国持续大力投资。而CCL厂联茂(6213-TW)、腾辉电子及台燿(6274-TW)都已在泰国设厂生产。台光电(2383-TW)则设厂马来西亚。

泰国盘谷银行董事资深执行副总裁谷塞浦达昆指出，泰国目前已居全球 PCB 产值前 5 名，在各方大力投资之下，估很快将进入全球前 3 名。(巨亨网记者张钦摄)

泰国目前为东南亚最大的 PCB 生产基地，2025 年 PCB 产值已达 50.6 亿美元，年增 22.4%，占全球产值约 5.4%。其成长动能主要来自台资、陆资厂新产能开出，带动 AI 伺服器、高速网通与卫星通讯等高阶应用在泰国生产比重快速提升。预估在 AI 基础建设需求延续、资料中心与云端服务投资增加，以及全球供应链分散布局趋势下，2026 年泰国 PCB 产值将进一步成长至 60.9 亿美元，年增 20.4%。

泰国盘谷银行董事资深执行副总裁谷塞浦达昆指出，泰国目前已居全球 PCB 产值前 5 名，在各方大力投资之下，预估很快将进入全球前 3 名。

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