英伟达技术升级 PCB有望爆发

红刊投服平台
Jan 28

点击↑红刊投服平台关注我 设星标助力大盘请点最下方:点赞、分享、喜欢、留言事件催化:AI服务器使用的高阶CCL价值量是传统的5-7倍。一是AI服务器主板层数更多、面积更大;二是材料单价更高。AI推升行业景气度,上游高端材料面临供应紧缺。高速CCL正向M9升级,CCL升级换代围绕四大核心材料:电子布、HVLP铜箔、电子树脂、填料。随着英伟达正交背板需求、Cowop工艺升级,PCB价值量将稳步提升。...

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