福斯特:不生产AI基板
FirstFirst(SH:603806) Ge Long Hui·2026-01-12 10:00

Group 1 - The core viewpoint of the article is that Foster (603806.SH) does not manufacture AI substrates but offers photosensitive dry film products used for graphic etching of AI carrier boards, with limited sales to downstream PCB clients [1] Group 2 - The company has clarified its product offerings in relation to AI technology, emphasizing its role in the supply chain rather than direct production of AI substrates [1] - The interaction indicates a focus on niche applications within the PCB industry, particularly in the context of AI-related products [1] - The mention of limited sales suggests a potential area for growth or further development in the company's product strategy [1]