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According to a research report by CITIC Securities, PTFE material, celebrated for its outstanding thermal stability, chemical inertness, and dielectric characteristics, has earned the moniker "King of Plastics." Presently, the demand for PTFE is rapidly escalating across three key sectors: military applications, high-speed server cables, and high-speed circuit boards. With NVIDIA's next-generation server, Rubin Ultra, poised for mass production, the industry is keenly investigating the potential use of PTFE material in orthogonal backplanes, with domestic firm Shengyi Technology actively engaged in the verification process. The report further indicates that as the demand for high-frequency, high-speed data transmission, propelled by advancements in computing infrastructure, continues to surge, the downstream applications of PTFE are projected to witness substantial growth.
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