In its latest report on the global printed circuit board (PCB) and copper clad laminate (CCL) sectors, Goldman Sachs has markedly increased its market size projections for AI servers. The report forecasts that the global AI server PCB market will soar to $37.5 billion by 2027, representing a substantial 38% upward revision from prior estimates. Moreover, it is anticipated to surge further to $84 billion by 2028. The CCL market is expected to hit $22.1 billion in 2027, marking an 18% increase, and is projected to climb to $48 billion by 2028. This suggests that from 2026 to 2028, the compound annual growth rates for the AI server PCB and CCL markets will peak at an impressive 148% and 161%, respectively.
