Update on Upstream Materials for PCBs: Mitsui Copper Foil Continues Expansion / HVLP4 Shows Strongest Certainty Leading companies in fundamentals: Copper Crown Copper Foil, Zhongcai Technology, Feilihua, DAZU CNC, Dingtai High-tech, Chip Microelectronics (1) Mitsui Metals: Third increase in HVLP copper foil expansion plan for 2025 – Continuously exceeding expectations of high prosperity ① Mitsui … Read more
1. Overall Conclusion: 2026 Will Be a “Material Shortage Year”; Material Availability Equals Computing Power Core Viewpoint: Driven by AI, the supply and demand for upstream materials in the PCB industry chain (copper foil, drill bits, glass cloth) is tight, and prices are expected to rise. Key Logic: Explosive demand for computing power → Increased … Read more
AI-PCB With the GB200 and GB300 ASICs experiencing explosive growth, and the upgrade of switches from 800G to 1.6T, AI-PCB is expected to see over 50% growth by 2026. Due to a sudden surge in demand, the industry capacity was fully loaded by Q1 2025, and new capacity will require 18-24 months to build, resulting … Read more
Electronic copper foil is a type of copper foil, which is a cathodic electrolytic material, precipitated as a thin, continuous metal foil on the substrate layer of a circuit board. It easily adheres to the insulating layer, accepts a printed protective layer, and forms circuit patterns after corrosion. Electronic copper foil is the main raw … Read more
On September 18, Hongtian Co., Ltd. stated on the interactive platform that the company’s high-end copper foil equipment can be used for producing PCB copper foil and HVLP copper foil. The company has numerous clients, including Nord Co., Ltd., Jiayuan Technology, Zhongyi Technology, Xinjiang Yiri, and Guangdong Yinghua. In the future, with the continuous increase … Read more
Cost Structure of Copper Foil The three core raw materials for copper-clad laminates arecopper foil, resin, and glass fiber cloth, accounting for 42%, 26%, and 19% of the cost, respectively, totaling 87%.In previous articles, we have focused ontwo of the three cores: electronic glass fiber cloth and electronic resin. The remainingcopper foil has not been … Read more
When repairing a circuit board, we sometimes need to measure the potential at a certain point on the board to determine where the problem lies. The reference point is usually chosen as the negative terminal of the power supply, which is the GND ground line. Therefore, knowing how to quickly locate the ground line on … Read more
In the previous article titled “The Convergence Point of PCB Manufacturing Technology Upgrades in the AI-PCB Industry Chain: Copper Clad Laminate (CCL)”, it was mentioned that Copper Clad Laminate (CCL) is the core substrate of printed circuit boards (PCBs).CCL is made from an insulating resin matrix, reinforced materials (such as glass cloth and paper base) … Read more
Use Hanghangcha for Industry Data 🕒 Welcome to explore the website: www.hanghangcha.com Printed Circuit Boards (PCBs) are known as the “mother of electronic products” and serve as a bridge that connects electronic components and circuits. They are printed boards that form connections between points according to a predetermined design on a common substrate. Their main … Read more
In the manufacturing of printed circuit boards (PCBs), various problems can easily arise, one of which is the falling off of copper foils. If the problem cannot be identified, it will directly affect the quality and reliability of the product. Therefore, this article will analyze the reasons for the falling off of copper foils, hoping … Read more