AI 竞赛下的隐形战场:苹果、英伟达等科技巨头争抢高端玻璃纤维布

中国国际复合材...
Jan 19

1月14日,有关高端玻璃纤维布供应紧张的消息引发市场骚动。消息称,苹果、高通等消费电子巨头在英伟达、AMD等AI服务器供应商争抢有限货源的压力下,被迫寻求新的供应来源。玻璃纤维布是芯片基板和印刷电路板(PCB)的关键组成部分,而芯片基板与印刷电路板本身又是各类电子设备的核心构件。业内人士指出,玻璃纤维布的供应限制及其引发的印刷电路板供应危机,正成为 2026 年电子制造业与人工智能行业面临的最大...

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