As the demand for AI-driven computational power surges and the new energy vehicle (NEV) and energy storage sectors continue to flourish, the copper foil industry is poised to enter a new era of growth. Recent industry interviews indicate that several leading copper foil manufacturers are operating at full capacity for their premium PCB copper foils and lithium-ion battery copper foils, with robust sales and rising product prices. Currently, having just emerged from a period of downturn, the copper foil sector remains cautious about large-scale capacity expansion. At the same time, technical constraints, high barriers to expansion, and substantial capital requirements pose significant challenges to boosting production of premium copper foils. Industry analysts predict that with capacity expansion falling short of demand growth, the shortage of premium copper foils and subsequent price hikes are expected to become even more pronounced.