Affected by strong AI demand, price hikes in the PCB industry chain continue. Japanese semiconductor material giant Resonac announced that it will raise the prices of CCL and adhesive films by 30% starting from March 1, and the industry expects the price hikes to be passed on to the high-end manufacturing sector. Additionally, NVIDIA's LPU inference chips are set to become a super catalyst for the PCB industry. As the scale of AI applications expands, the market for dedicated AI inference chips will grow rapidly, opening up new market space for the PCB industry.
