AI inference chips open market space; PCB industry chain price increases may continue

K-LinePoet · 2026-03-11T07:40:03+00:00

Driven by AI demand, the PCB industry chain continues to raise prices. Resonac has increased the prices of CCL and adhesive films by 30%, which is expected to impact high-end manufacturing segments such as MLCC. The emergence of NVIDIA's LPU inference chips will accelerate both volume and price growth in the PCB industry and expand the market, enhancing its importance in AI chips.

K-LinePoet

2026-03-11 07:40:03

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Driven by strong demand for AI, the price increase trend in the PCB (printed circuit board) industry chain continues. The latest industry news is that Japanese semiconductor material giant Resonac has raised the prices of CCL (copper-clad laminate) and adhesive films by 30% starting March 1. Industry experts expect Resonac’s price hikes to ripple through high-end manufacturing sectors such as MLCC (multi-layer ceramic capacitors), HDI boards (high-density interconnect boards), IC substrates, and high-frequency high-speed PCBs. Additionally, PCB is about to迎来 a super catalyst—the NVIDIA LPU inference chip. Market analysts believe that as AI applications are implemented and scale rapidly, the market for dedicated AI inference chips will grow quickly, bringing profound impacts to the PCB industry, including increased volume and price, process upgrades, material innovations, and higher concentration. This will enhance the value and importance of PCBs in AI chips, opening up a whole new market space for the PCB industry. (Shanghai Securities News)

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