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Chinatimes
@chinatimes.com · 1 hour

台光電躍全球CCL龍頭 AI高階材料改寫產業版圖

台光電躍全球CCL龍頭 AI高階材料改寫產業版圖
AI伺服器、高速交換器及資料中心需求升溫,帶動全球銅箔基板(CCL)市場洗牌。Prismark統計,扣除大宗標準型基板、納入膠片計算,2025年全球CCL市場規模達186.76億美元、年增24.4%。 台光電(2383)受惠高階低損耗材料需求放大,2025年市占率由13.2%升至16.2%,超越生益科技與建滔,首度躍居全球第一。法人指出,AI平台升級推動材料朝低損耗、超低損耗...
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