Sytech(SH:600183) Nan Fang Du Shi Bao·2026-01-06 07:12Core Viewpoint - The company Guangdong Shengyi Technology Co., Ltd. has signed an investment intention agreement with the Dongguan Songshan Lake High-tech Industrial Development Zone Management Committee to invest approximately 4.5 billion RMB in a high-performance copper-clad laminate project, aiming to meet the growing demand in various high-tech sectors [2][3]. Company Summary - The project is part of the company's strategic layout for future development, responding to the strong global demand for high-performance copper-clad laminates, which are essential for technologies such as AI, cloud computing, 6G communication, and smart automotive electronics [3]. - Shengyi Technology is ranked second globally in rigid copper-clad laminate sales from 2013 to 2024, with a projected market share of 13.7% in 2024 according to Prismark [3]. - The company is actively collaborating with major domestic and international terminals on GPU and AI-related project development, with products already in mass supply [3]. Industry Summary - The demand for high-performance copper-clad laminates is expected to increase due to the explosion of AI applications and the high demand for AI servers [4]. - Rising copper prices have created cost pressures for copper-clad laminate manufacturers, leading to predictions that companies may raise average selling prices to offset these costs [4].