1. The upstream raw materials for high-frequency, high-speed copper-clad laminates are core materials affecting the performance of high-end PCB products.PCBs have a wide range of downstream applications and are known as the “mother of the electronics industry.”PCB, or printed circuit board, is referred to as the “mother of the electronics industry.” A PCB is a … Read more
As the world’s second-largest manufacturer of copper-clad laminates, Shengyi Technology holds a global market share of 13.7% in rigid copper-clad laminates, maintaining its position as the second largest for 11 consecutive years, only behind the Taiwanese company, Kingboard Laminates. Since January 2024, the market value of another PCB leader, Shenghong Technology, has increased 16 times, … Read more
AI drives high-end upgrades, domestic manufacturers seize development opportunities 1. Industry Overview: Strongly Optimistic about the PCB Entire Industry Chain, with AI as the Core Driving Force We are long-term optimistic about the development of the PCB (Printed Circuit Board) entire industry chain, covering the PCB manufacturing process and upstream copper-clad laminates (the original text … Read more
This is a very professional and pertinent question. AI PCBs (printed circuit boards for artificial intelligence servers, high-speed switches, and other devices) have extremely stringent requirements for upstream materials, with the core focus on “ultra-low loss.” 1. The main manufacturers producing ultra-low loss fiberglass used in AI PCBs are concentrated among major companies with deep … Read more
[Image] Click the blue text above to subscribe! The trend towards miniaturization, high frequency, and high reliability in modern electronic devices has imposed unprecedented stringent requirements on the core materials of printed circuit boards (PCBs). This system not only involves the substrate that carries the circuits but also includes key auxiliary materials and tools that … Read more
Copper-clad laminates: Market prices continue to rise, with a clear trend towards high-speed and high-frequency applications. From a cyclical perspective, the price of copper-clad laminates shows a positive correlation with the price of bulk copper. After an 8% increase in the average spot price of LME copper in 2024 compared to 2023, the average spot … Read more