Goldman Sachs Sell-side卖方

Global PCB CCL TAM raised by 38 18 in 2027E

Aug 6, 202618 pages页

From the report报告摘录Global AI PCB/CCL TAM Revised Upward: 2027E TAM raised to $38bn/$22bn (vs $27bn/$19bn), with triple-digit growth to $84bn/$48bn by 2028E, driven by AI server adoption and 30+ layer PCB/6L HDI demand.

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