electronic fabric

Key Materials for PCBs: The Surge in Electronic Fabric Prices and 13 Core Benefiting Companies (with List)

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Key Materials for PCBs: The Surge in Electronic Fabric Prices and 13 Core Benefiting Companies (with List)

Since September 2025, the entire electronic fiberglass industry chain has entered a price surge. The average price of ordinary electronic yarn has risen to 500-600 yuan/ton, with electronic fabric prices also climbing. For instance, the price of Linzhou Guangyuan 7628 ordinary electronic fabric has increased from 4.1-4.2 yuan/meter to 4.4-4.5 yuan/meter, and the average price … Read more

PCB and Upstream Material Upgrades, Composite Growth Rate of 40%

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PCB and Upstream Material Upgrades, Composite Growth Rate of 40%

AI-Driven Electronic Innovation Cycle and Growth in Computing Power DemandAI is the core driving force behind this round of electronic innovation cycle. As large models penetrate applications from training to inference, the optimization of various large models has led to an explosive growth in AI application scenarios. According to the content from NVIDIA’s 2025 GTC … Read more

Understanding AI PCBs: A Comprehensive Overview of Copper Clad Laminates, Epoxy Resins, Electronic Fabrics, and HVLP

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Understanding AI PCBs: A Comprehensive Overview of Copper Clad Laminates, Epoxy Resins, Electronic Fabrics, and HVLP

Artificial Intelligence Printed Circuit Board The concept of AI PCB The AIPCB (AI server printed circuit board) is a high-end PCB specifically designed for the field of artificial intelligence (AI), primarily used to support the chipsets, optical modules, and other core components of AI servers, whose performance directly affects the computational power of AI systems. … Read more

The “Water Sellers” in the Rapidly Growing AI-PCB Market: Rising Prices and Volumes of Core Materials in PCB Upstream

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The "Water Sellers" in the Rapidly Growing AI-PCB Market: Rising Prices and Volumes of Core Materials in PCB Upstream

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

In-Depth Analysis of the AI-PCB Industry Chain Worth Watching

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In-Depth Analysis of the AI-PCB Industry Chain Worth Watching

Citi Bank has published a research report on AI-PCB, indicating that with the GB200 and GB300 combined with ASICs experiencing explosive growth, and the upgrade of switches from 800G to 1.6T, AI-PCB is expected to see over 50% growth in 2026. Due to the sudden surge in demand, the industry capacity was fully loaded by … Read more