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【金牌纪要库】供需缺口持续!高阶PCB涨价或致二季度业绩高增,这两家PCB核心供应商有望成为业绩增长典型代表
财联社· 2025-06-23 04:19
Group 1 - The core viewpoint of the article emphasizes the ongoing supply-demand gap in the high-end PCB market, which is leading to difficulties in capacity release and potential price increases that may result in significant performance growth in Q2 for key PCB suppliers [1] - A shortage of Low-Dk fiberglass cloth is identified as a major constraint on PCB expansion, with two companies highlighted as the main domestic manufacturers of this material [1] - The shortage of Low-DK fiberglass cloth has already led to two rounds of price increases for copper-clad laminates in Q2, with one company's high-speed copper-clad laminates significantly increasing their market share within the supply chains of Huawei and Nvidia [1]