Story thread · 3 reports / 1 sources
AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows
digitimes.com · 4h
Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix upgrades lifted revenue across the board supply chain.
First report: AI server tracker: Taiwan testing suppliers accelerate as AI chip complexity raises interface demand — digitimes.com, 1d
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