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PCB 覆铜板行业：从Wiwynns财报电话会获得积极信号，AI 专用芯片及通用服务器前景强劲- PCB Laminates Positive read-across from Wiwynns earnings call strong AI ASIC and general-purpose server outlook
2026-03-03 02:51
Flash | 01 Mar 2026 15:46:04 ET │ 8 pages Taiwan PCB & Laminates Positive read-across from Wiwynn's earnings call; strong AI ASIC and general-purpose server outlook CITI'S TAKE Taiwan PCB & Laminates 02 March 2026 Citi Research Wiwynn held 4Q25 analyst meeting on Feb 27th after-market. For 2026 outlook, the mgmt. expects strong demand from either AI or general- purpose server, with AI sales mix >50% vs c.50% in 2025. For AI server, 2026 drivers will come from AI ASIC server mainly along with AI GPU server f ...