On February 15th, CITIC Securities Research Report believes that AI is growing strongly and the demand for computing power continues to increase. The computing power products of top overseas enterprises have entered a period of high volume, and the continuous iteration of computing power products has driven the increase in hardware shipments and level requirements. As a core component, PCB requires improved material performance, and high-frequency and high-speed resin PPO and BMI resin are used to accelerate production. Looking ahead to the direction of technological iteration, electronic resins with better dielectric properties such as hydrocarbon resins and polytetrafluoroethylene resins may become the preferred materials for server upgrades.
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