AI服务器发展助力高端铜箔国产替代 | 投研报告

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Sep 09

天风证券近日发布电力设备行业深度研究:AI服务器对HVLP铜箔需求激增(单台用量为传统服务器的8倍),英伟达新一代Rubin平台明确采用HVLP5代铜箔配套PTFE基板,推动价值量提升。天风证券近日发布电力设备行业深度研究:AI服务器对HVLP铜箔需求激增(单台用量为传统服务器的8倍),英伟达新一代Rubin平台明确采用HVLP5代铜箔配套PTFE基板,推动价值量提升。国内铜箔厂商在高端PCB铜箔...

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