东材科技:M9 / 马 10 树脂供英伟达,2026 利润破 10 亿

中金在线
Sep 02

在全球 AI 算力竞赛愈演愈烈的当下,芯片性能的每一次突破都牵动着行业神经。而支撑芯片实现超高算力的,除了复杂的电路设计与先进的制程工艺,封装环节的核心材料更是关键 “隐形推手”。2025 年,中国材料企业东材科技(601208sh.)凭借一款 M9 树脂,成功打破国际垄断,成为英伟达 GB300 芯片封装树脂的全球独家供应商,不仅为中国在 AI 高端材料领域赢得话语权,更以技术创新为支点,撬动了...

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