In the second half of the year, servers and PCs will drive the demand for high-end copper clad laminate (CCL) materials
According to industry news, ASIC servers will be gradually launched in the market in the second half of the year, which is expected to drive the growth of demand for high-end materials. Investors are optimistic about related enterprises. EMC, Lianmao and Taiyao, major copper clad laminate (CCL) manufacturers in Taiwan, China, China, are expected to benefit from the development of market trends and usher in the traditional peak season in the second half of the year.
The industry reports that in the second half of the year, in addition to high-end materials, there will also be new growth opportunities in certain fields related to copper-clad laminates. Taiwan Optoelectronics will mainly cooperate with the stocking of new iPhones, Lianmao will have universal server shipments to warm up, and Taiyao will benefit from the low orbit satellite business opportunity.
EMC is a major manufacturer of halogen-free PCB substrates for mobile applications and has been actively exploring server applications in recent years.
Regarding the outlook for 2024, EMC previously stated that the application of high-performance computing (HPC) products will penetrate into various corners of enterprises and the public. In addition to international chip manufacturers, cloud service providers have also designed and adopted self-developed high-performance computing chips. The shipment volume of various server and switch related materials continues to rise, which will contribute to the company's growth momentum.
Lianmao predicts that there will be a wave of high-end personal computer (PC) upgrades in the second half of the year, as well as a new generation of artificial intelligence (AI) servers driving demand for high-end materials. It is expected that revenue and capacity utilization will increase quarter by quarter this year.
Taiyao has previously released financial reports and estimates, and shareholders are optimistic about the business opportunities of low orbit satellites and AI, driving the growth of demand for high-end materials. It is expected that the company's operations will heat up quarter by quarter.