Lates News

CITIC Securities Research Report stated that with the rapid growth of high-frequency and high-speed demand such as computing power, electronic grade PTFE is expected to be widely used. The main characteristics of PTFE material include excellent thermal stability, chemical resistance, dielectric performance, etc. The three major demands of downstream military + server high-speed cables + high-speed boards are expected to grow rapidly. As NVIDIA's new generation server Rubin ultra mass production is approaching, the industry is actively discussing the possibility of using PTFE material as the orthogonal backplane. Domestic Sangyi Technology is actively collaborating to conduct verification. CITIC Securities believes that with the continuous growth of high-frequency and high-speed transmission demand led by the construction of computing power, the downstream areas of PTFE are expected to be redefined.