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[Founder Securities: PCB industry significantly repaired AI leads a new round of growth in the first quarter of 2024] Securities Times News, Founder Securities Research News pointed out that the PCB industry was significantly repaired in the first quarter of 2024, and AI leads a new round of growth. The PCB sector showed obvious results in the first quarter of 2024crashcarderbyThe off-season is not weak,crashcarderby.crashcarderby..
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[Founder Securities: PCB industry significantly repaired AI leads a new round of growth in the first quarter of 2024] Securities Times News, Founder Securities Research News pointed out that the PCB industry was significantly repaired in the first quarter of 2024, and AI leads a new round of growth. The PCB sector showed obvious results in the first quarter of 2024crashcarderbyThe core of the off-season is the recovery of demand and the continuous optimization of product structure by major manufacturers. Looking forward, AI is expected to become a new driving force for the growth of the PCB industry. At the same time, with the improvement of the integration of the whole machine, the use of HDI is expected to continue to grow, and domestic companies with computing power PCB layout are expected to benefit core benefits. In addition, the copper clad laminate industry has experienced a de-capacity process in the past two years, and current product prices are in the bottom range. With the recovery of downstream demand and the rise in upstream raw material prices, copper clad laminate prices are expected to continue to rise in 2024. Recommended attention: Shenghong Technology, Hudian, Shennan Circuit, etc. Proofread by: Zhao Yan