Overview of PCB-Related Materials, Logic, and Relevant Stocks

Overview of PCB-Related Materials, Logic, and Relevant Stocks

1. Core Industry Logic 1. High-End Upgrade Drive AI computing power demand: The value of the PCB in a single cabinet of the NVIDIA GB200 server reaches $171,000, with a surge in demand for multilayer boards with more than 24 layers, and processing fees at a premium of 30%. The value of high-end HDI boards … Read more

New Circuit Board Materials Developed in Wuhan: A PhD Student’s Startup Enters the ‘Seed’ Stage

New Circuit Board Materials Developed in Wuhan: A PhD Student's Startup Enters the 'Seed' Stage

Recently, in the laboratory of the School of Materials Science and Engineering at Wuhan University of Technology, the hot press machine roared as it mixed, pressed, disassembled, and tested the performance of a high-frequency, high-speed, low-loss copper-clad laminate that was “ejected” by the machine. “The quality of 5G network signal transmission is crucially dependent on … Read more

Classification of Copper-Clad Laminates in PCB Circuit Boards

Classification of Copper-Clad Laminates in PCB Circuit Boards

In electronic devices, ranging from small electronic watches and calculators to computers, general electronic devices, and military weapon systems, as long as there are electronic components, their interconnections use PCBs. The printed circuit board (PCB) is one of the important components of electronic products. The main function of the PCB is to provide mechanical support … Read more

Rising Prices of PCB Materials: How Major Circuit Board Manufacturers Are Responding

Rising Prices of PCB Materials: How Major Circuit Board Manufacturers Are Responding

(Advertisement Break) [PCB Information Network] Copper-clad laminate is an essential raw material for circuit boards. This material saw a price increase of approximately 60 yuan over a span of just three months from October to December last year, with seven price hikes occurring during that period. As we enter 2021, the price increases have not … Read more

Overview of the PCB Industry Chain (Including Complete PCB Processing Process)

Overview of the PCB Industry Chain (Including Complete PCB Processing Process)

The PCB industry chain is structured as follows: Upstream Raw Materials — Midstream Substrates — Downstream PCB Applications Upstream Raw Materials Upstream raw materials include copper foil, resin, fiberglass cloth, wood pulp, ink, and copper balls, among which copper foil, resin, and fiberglass cloth are the three main raw materials. Copper foil is the primary … Read more