随着AI服务器架构的加速演进，PCB（印制电路板）与CCL（覆铜板）产业正迎来前所未有的景气周期。高盛近期发布报告，全面上调了AI PCB/CCL的总体市场规模（TAM）预测，并重申对金像电（GCE）、台光电（EMC）和台耀（TUC）的“买入”评级。~~市场规模大修：2027年TAM将超440亿美元~~高盛全球团队在最新研报中，大幅调高了对2027年AI PCB/CCL市场空间的预期。AI PCB...
Source Link随着AI服务器架构的加速演进，PCB（印制电路板）与CCL（覆铜板）产业正迎来前所未有的景气周期。高盛近期发布报告，全面上调了AI PCB/CCL的总体市场规模（TAM）预测，并重申对金像电（GCE）、台光电（EMC）和台耀（TUC）的“买入”评级。~~市场规模大修：2027年TAM将超440亿美元~~高盛全球团队在最新研报中，大幅调高了对2027年AI PCB/CCL市场空间的预期。AI PCB...
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