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【金牌纪要库】AI服务器PCB的单价是传统服务器的3到10倍不等,这类材料在AI算力服务器PCB中成本已接近60%
财联社·2025-08-29 15:12

Core Insights - The article highlights that the most benefited materials from PCB iteration are specific types of materials, with costs in AI computing server PCBs approaching 60% [1] - High-end copper foil and fiberglass cloth are expected to upgrade alongside PCBs, leading to increased unit prices and usage, which will positively impact the revenue of related companies in the long term [1] - Glass substrates are identified as a potentially revolutionary direction for the next generation of PCBs, with a particular company actively researching the integration of glass substrates with advanced packaging [1]