0人浏览 | 2023-06-15 09:23 |
【印制电路板】AI巨头催生高算力需求。今年来新一轮人工智能浪潮持续爆发,服务器和数据中心需求井喷,带动高性能芯片以及先进封装的加速增长,对下游封装基板的国产替代需求强烈,IC载板市场空间被打开。英伟达CEO黄仁勋也表示,正在生产用于AI领域的新一代芯片,IC载板PCB产品需求激增。随着当前全球科技巨头争相把AIGC应用到每个产品、服务和业务流程中,算力要求将催生高速率、大带宽的网络需求,高频高速PCB产品国产替代空间巨大。
相关活跃标的:
方正科技,公司PCB业务产品主要包括高密度互连板、多层板、系统板、大型背板、金手指板和车载板等,并为客户提供QTA和NPI服务;公司与国内外知名消费电子及通信设备客户建立长期合作。
奥士康,国内影响力较强的表面工程专用化学品提供商之一;公司的PCB水平沉铜专用化学品和PCB化学镍金专用化学品与国外先进水平相当。
沪电股份,PCB行业内的重要品牌之一公司PCB产品以通信通讯设备。数据中心基础设施、汽车电子为核心应用领域,产品结构上公司优势产品为8-16层多层板,高频高速板是强项。
中京电子,国内少数兼具刚桑印制电路板批量生产与较强研发能力的PCB制造商。
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