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AI drives a surge in demand for copper-clad laminates, domestic high-end materials welcome an entry window
Recently, the copper-clad sector in the stock market has continued to strengthen. Choice data shows: since April 1st, Fangbang Co., Ltd. stock price has increased by nearly 100%; Shengyi Technology, Nanya New Materials, and other listed companies in the copper-clad industry have also seen continuous stock price rises. Behind the stock price increase, the demand for AI servers and high-speed switches has rapidly grown, driving the copper-clad industry into a supply shortage cycle. Journalists learned that currently, the delivery time for some high-end copper-clad boards has been extended to over two weeks. Meanwhile, the supply of key raw materials such as HVLP copper foil and low dielectric electronic fabrics continues to tighten, with overseas high-end material supplies under tension, opening a window for domestic raw material manufacturers to enter the high-end supply chain. (Shanghai Securities News)