点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 1. 电掣:AI算力驱动下的特种电子布材料革命 AI 算力的快速发展驱动PCB向高频高速方向升级，特种电子布需求爆发。特种电子布是高性能的电子纱织物，通过优化化学成 分和制造工艺实现特定的电气、热或机械性能,以支持高频高速信号传输、减少能量损失、提高信号完整性等,产品类别主要 包括low-DK、low-CTE电子布等。据Prismark数据，2024年AI/HPG服务器的POB市场规模预计同比增速近150%；2023-2028年 AI/HPC服务器系统的PCB市场规模（不含封装基板）CAGR预计或达32.5%（较其他领域高25.9pot.)。AI 算力的爆发式增长对数 据传输速率、信号完整性和热稳定性要求急剧提升，相应要求POB/CCL朝着低介电损耗、低膨胀系数等高性能方向演进。以A1 服务器为例,GPU OAM、UBB都至少受用到Ultra Low loss或Very Low loss等级CCL。电子布是影响CCL个电性能的关键材料, 在数据通信传输速率、频率、稳定性要求日超提升背景下，一代/二代10w ...

Group 1 - The glass fiber market is expected to face supply-demand pressure in 2025, but price fluctuations will be limited due to enhanced consensus on price stability among companies [1] - From 2026 onwards, supply-demand relationships are expected to marginally improve as new supply is gradually digested and competition shifts towards high-value areas [1] - Investment strategies in the glass fiber industry will focus on two main lines: stable pricing for mid-to-low-end products and structural opportunities in high-end products like specialty electronic fabrics [1] Group 2 - The demand for glass fiber is projected to grow by 6.4% in 2025, driven by wind power installations and lightweight materials for new energy vehicles, despite a supply growth of 9.3% [2] - The ordinary electronic yarn market is expected to see steady growth, with demand projected at 151,000 tons in 2025 and 159,000 tons in 2026, reflecting a growth rate of 5.4% [3] - The competition in the glass fiber industry is shifting from low-end to high-end, with leading companies like China Jushi focusing on high-value segments and stabilizing cash flow through collaborative pricing strategies [4]