High-end copper clad laminate (CCL) demand from Huawei has been rising due to a major redesign of its 5G base station infrastructure, prompting Taiwan CCL makers to upgrade their CCL specs to meet the demand.
To wean itself off US suppliers for related IC products, Huawei has since June moved to re-design its 5G base station IC modules and cut orders for CCL for use in active antenna unit (AAU) from major US supplier Rogers while seeking alternative supply sources for such CCL.