AI相关需求推升行业景气度 PCB上游高端基材货缺价涨

Core Insights - The demand driven by AI is causing shortages and price increases in the upstream high-end substrate of the PCB industry [1] Group 1: Industry Trends - The high-end electronic copper foil is currently in significant shortage, with companies like Nord Co. reporting that their RTF-3 product has already shipped, while RTF-4 and HVLP-3 are in the downstream verification stage [1] - The price of high-performance products, such as the "low dielectric generation one," is six times that of ordinary products, indicating a substantial price disparity due to market scarcity [1] - The demand for high-performance products is increasing, particularly in applications like AI and robotics, which require lightweight and thin foundational materials [1] Group 2: Production Challenges - The non-generalizability of products necessitates that production equipment and processes be gradually adjusted to match market needs, resulting in currently limited production capacity [1]