Live Updates > Live Update Details
2025-07-29 08:57:41
[CITIC Securities: PCB orthogonal backplane solutions are expected to accelerate implementation, and PCB manufacturers with strong technical capabilities are expected to benefit first] CITIC Securities Research Report stated that PCB orthogonal backplanes are a potential solution to the bandwidth bottleneck between computing units and network units in AI computing clusters, and have advantages in speed, integration, heat dissipation, stability, wiring, etc. Due to its ultra-large size and ultra-high layer count design far exceeding conventional products, it may bring about a significant increase in the unit value of PCBs and become the core driving force behind the long-term supply and demand tension in the industry.
