Huajin Securities: AI Development Drives PCB Upgrade, Upstream Materials Embrace Good Opportunities for Development.

Huajin Securities released a research report stating that AI servers and automotive electronics are driving the growth and technological upgrade of the PCB market, with high-end products moving towards high-density, lightweight, and high-frequency, high-speed base materials. The demand for key materials such as high-end copper foils, electronic fabrics, and special resins required for core copper-clad boards is increasing, and domestic manufacturers are currently accelerating technological breakthroughs and supply chain penetration.