According to estimates by leading players and ITIS research, local Taiwanese PCB makers will suffer a slight margin drop from last year's 13.6% amid tight supply of materials, such as polyimide and glass yarn, and weak demand. 

Constrained by weak demand and less working days in February, industry players hinted flexible PCB demand bottomed out in Feb and orders started picking up from March. Industry players expect April orders to grow 20-40% from March orders, DigiTimes said.