Galaxy Securities has highlighted that the burgeoning demand for AI computing power is significantly propelling the growth in the need for specialized glass fiber fabrics, a trend that is anticipated to sustain its high-growth trajectory. Presently, the landscape of electronic information technology is undergoing a relentless transformation towards higher frequencies, speeds, and integration levels. The swift technological advancements in terminal products, including AI servers, 5G base stations, and data center switches, have imposed increasingly stringent demands on signal transmission speed and stability. This, in turn, has directly spurred the performance enhancement of copper-clad laminates.

Serving as a reinforcing material for copper-clad laminates, electronic fabrics are experiencing a sharp uptick in market demand for specialized glass fiber fabrics. These fabrics boast attributes such as a low dielectric constant, low dielectric loss, and a low thermal expansion coefficient. This surge in demand is set against the backdrop of an explosive growth in the need for AI computing power.