electronic materials

Industry Research | PCB Material Supply Chain: A Comprehensive Analysis and Trend Outlook for 2025

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Thank you for your “recommendation” and “attention”! (Based on the latest data from Prismark and the China Electronic Materials Industry Association for 2025) 1. Industry Overview: From “Electronic Carrier” to “Computing Power Core Framework” PCB (Printed Circuit Board) serves as the “nerve center” of electronic devices, responsible for three core functions: signal transmission, electrical connection, … Read more

In-Depth Analysis of the Storage Chip Sector: Review of 15 Core Stocks, Resonance of Cycle Reversal and Domestic Substitution

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The storage chip industry chain follows the progressive conduction logic of “basic support → core manufacturing → product landing → ecological services,” with 15 companies categorized by upstream basic layer, midstream manufacturing and design layer, and downstream application and supporting layer. Each link independently carries core functions of the industry chain while forming an efficient … Read more

Tracking | The PCB Market Continues to Rise, Industry Upgrades Drive Both Volume and Price of Electronic Materials

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Tracking | The PCB Market Continues to Rise, Industry Upgrades Drive Both Volume and Price of Electronic Materials

Recently, the public account has changed its rules, and articles are no longer pushed in chronological order. If you do not want to miss articles from the “Thinking Summary Account“, please set it as a “star” and frequently click “See”, thank you for your support! This public account is a backup account for the “Thinking … Read more

Which Company Produces the Most Advanced Ultra-Low Loss Fiberglass Used in AI PCBs, and Which Listed Company Benefits the Most?

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Which Company Produces the Most Advanced Ultra-Low Loss Fiberglass Used in AI PCBs, and Which Listed Company Benefits the Most?

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

Top Ten Authentic Companies in the PCB Concept

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Top Ten Authentic Companies in the PCB Concept

Recently, the hotspots in the PCB concept have mainly focused on AI-driven industry growth, corporate expansion, and outstanding performance. Here are the specific details: AI Technology Drives Demand Growth: AI technology is pushing PCBs towards high density and refinement, with AI servers exhibiting exponential increases in performance requirements for PCB products. As the core carrier … Read more

Overview of PCB Copper Clad Laminate Concept Stocks

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Overview of PCB Copper Clad Laminate Concept Stocks

PCB copper clad laminate concept stocks refer to the stocks of listed companies engaged in businesses related to copper clad laminates. Below are some major PCB copper clad laminate concept stocks: • Shengyi Technology (600183): A key player in the global copper clad laminate market, with a market share of 12%. Its M8-grade high-frequency materials … Read more

Understanding PCB Materials: The Value of PCBs Has Increased Fivefold Amid the AI Boom!

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Understanding PCB Materials: The Value of PCBs Has Increased Fivefold Amid the AI Boom!

An AI server surprisingly requires a PCB worth tens of thousands? This overlooked sector has seen material companies rush to position themselves. The value of a PCB (Printed Circuit Board) for an AI server is more than five times that of a traditional server, with a single unit priced as high as $10,000! If we … Read more

Top 5 Companies in the PCB Industry with High Growth in Mid-Year Reports

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Top 5 Companies in the PCB Industry with High Growth in Mid-Year Reports

PCBs (Printed Circuit Boards) are the core foundation of the electronic information industry, maintaining steady growth in recent years. The global output value is expected to reach approximately $73.5 billion in 2024, with mainland China accounting for 56.1%. It is projected to remain above half by 2029, with the global market size expected to exceed … Read more

Fule New Materials: The Growth Code Behind the “Breaking the Circle” of Flexible Sensors

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Fule New Materials: The Growth Code Behind the "Breaking the Circle" of Flexible Sensors

Ten Excellent StrategiesCase Studies Start of the Main Text 1. Fundamental Analysis 1. Company Overview • Core Business: Research, production, and sales of functional coated composite materials, covering four major sectors: advertising inkjet printing materials, label printing materials, electronic-grade functional materials, and functional base film materials. • Main Products: • Advertising Materials: Water-based/weak solvent series … Read more

Common PCB Materials and Dielectric Constants

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Common PCB Materials and Dielectric Constants

Generally, PCBs can be categorized based on the reinforcement materials into five major types: paper-based, glass fiber cloth-based, composite substrates (CEM series), laminated multilayer boards, and special material substrates (ceramic, metal core, etc.).When classified according to the resin adhesives used, common paper-based CCIs include: phenolic resin (XPc, XxxPC, FR-1, FR-2, etc.), epoxy resin (FE-3), polyester … Read more