Lates News

Guosen Securities research report believes that AI servers require extremely high data transmission speeds, necessitating the implementation of high-speed signal transmission and low loss, and a demand for high-frequency and high-speed resin with superior performance. Guosen Securities estimated that the market space for high-frequency and high-speed resin used in servers in 2026 would be 2.28 billion RMB, corresponding to a CAGR (Compound Annual Growth Rate) from 2024 to 2026 of 85%, indicating a significant demand growth rate. It is recommended to focus on companies actively deploying in the field of computational power and PCB high-frequency and high-speed resin materials.