AI inference chips open up market space, market participants: PCB industry chain price increases may continue
According to Shanghai Securities News, driven by strong demand for AI, the price increase trend in the PCB (Printed Circuit Board) industry chain continues. The latest news from the industry is that Japanese semiconductor materials giant Resonac has raised the prices of CCL (Copper Clad Laminate) and adhesive films by 30% starting from March 1. The industry expects that Resonac's price increase will be transmitted to high-end manufacturing links such as MLCC (Multi-Layer Ceramic Capacitor), HDI boards (High-Density Interconnect boards), IC substrates, and high-frequency high-speed PCBs
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