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
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
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 recent news about the active expansion in the PCB industry has caught everyone’s attention. Whether it is Shenghong or Pengding, the expansion is in full swing. Additionally, companies in the equipment sector have shifted their overall logic from simple orders and downstream expansions to equipment orders, evolving towards high-end and domestic production. The drilling … Read more