Core Viewpoint - The stock of Kinsus Interconnect Technology Corp (01888) has seen a price increase, attributed to rising prices in the copper and fiberglass sectors, as well as the introduction of price hikes by competitors in the industry [1] Price Movements - Kinsus Interconnect Technology Corp's stock rose over 6% during trading, currently up 2.2% at HKD 11.61, with a trading volume of HKD 188 million [1] Industry Price Trends - Nanya Technology recently announced an 8% price increase for its entire series of CCL and PP, effective from November 20, driven by rising copper prices, copper foil processing fees, and fiberglass cloth costs [1] - Other manufacturers, including Shengyi and Nanya New Materials, initiated price hikes in October, which have been successfully implemented by November [1] Market Growth Projections - According to Industrial Research, AI copper-clad laminates are expected to drive a new wave of growth in the industry, with the market size projected to reach USD 2.2 billion by 2025, reflecting a 100% year-on-year growth [1] - By 2026, the market for AI copper-clad laminates is anticipated to grow to USD 3.4 billion, a 60% increase, driven by the release of ASICs and upgrades to M9 copper-clad laminates from Nvidia's new products [1] - The market is expected to reach USD 5.8 billion by 2028, with a compound annual growth rate (CAGR) of 52% from 2024 to 2028 [1]
建滔积层板盘中涨超6% 覆铜板厂商陆续宣布涨价 AI基建拉动行业需求