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AI computing power demand triggers explosion in high-end materials market, tight supply and demand for PPO resin, domestic manufacturers accelerate production expansion
1 day ago /
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Author：小编
With the acceleration of global AI computing power infrastructure construction, the supply of polyphenylene oxide (PPO) resin, a core material for high-end copper-clad laminates, falls short of demand, and the production capacity of domestic enterprises has become a bottleneck. Companies such as Yinxi Technology have achieved full production and sales of their PPO products, all of which are supplied to copper-clad laminate customers on a directed basis. The localization process of PPO resin is accelerating, with multiple companies deploying high-frequency and high-speed resin production capacities, and additional capacities are expected to be released in the second half of the year.
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