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Huatai Securities: AI Fuels Rising Demand for Photosensitive Dry Film, Unveiling Vast Potential for Localized Substitution
1 hour ago /
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Author：小编
Huatai Securities' research report highlights that, as a pivotal material in PCB (Printed Circuit Board) manufacturing, the demand for photosensitive dry film is set to escalate alongside the expansion of downstream industries. Particularly propelled by burgeoning sectors like AI, the market for high-end dry films is poised for further growth. At present, the level of localization for photosensitive dry film remains comparatively low. Nevertheless, with technological advancements, increased production capacity, and policy backing from domestic enterprises in the high-end market, the localization rate is anticipated to climb, ultimately favoring the leading players within the industry.
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