Core Viewpoint - The demand for high-end PCBs driven by AI is creating structural opportunities for copper-clad laminates, leading to price increases and heightened production capacity utilization among manufacturers [1] Company Summary - 建滔积层板 (Kintor) shares rose nearly 3%, with a current price of HKD 11.38 and a trading volume of HKD 54.24 million [1] - The company has raised product prices multiple times this year due to cost pressures and demand benefits [1] Industry Summary - The AI-driven demand for copper-clad laminates is expected to significantly boost the market, with projections estimating the AI copper-clad laminate market (including AI servers, switches, and optical modules) to reach USD 2.2 billion by 2025, a 100% increase year-on-year [1] - By 2026, the market is anticipated to grow to USD 3.4 billion, a 60% increase, driven by ASIC volume and upgrades to M9 copper-clad laminates from NVIDIA's new products [1] - The market is projected to reach USD 5.8 billion by 2028, with a compound annual growth rate (CAGR) of 52% from 2024 to 2028 [1]
建滔积层板涨近3% 厂商年内多次提涨PCB价格 AI覆铜板成为推动行业新一轮增长引擎