Faster global financial news!
Morgan Stanley Report: AI Infrastructure's "Invisible Skeleton" - CCL and Copper Foil Markets to See Billions in Incremental Growth; Kingboard Laminates Rises Over 6% on Wednesday.
Morgan Stanley's latest report projects the total addressable market (TAM) for global copper clad laminates (CCL) to grow from $19 billion in 2025 to $47 billion in 2030, representing a compound annual growth rate (CAGR) of 20%, significantly higher than market consensus. AI and data center applications are expected to contribute 90% of this incremental growth. The report highlights that supply bottlenecks for high-end CCL and HVLP4 copper foil will persist until 2028. The HVLP4 copper foil market is forecast to expand from less than $50 million in 2025 to $2.8 billion in 2030, with a staggering CAGR of 123%. Following this report, Kingboard Laminates bucked the market trend on Wednesday, rising over 6% to HKD 49 in Hong Kong trading.
No AI analysis yet. Tap the "AI Analysis" button above to generate one now.
Source：华尔街见闻 · Source Link
Disclaimer: This content reflects only the author’s personal views and does not constitute any investment or financial advice. If you discover any content that violates regulations,Click to Report
24H Trending
-
1
Goldman Sachs analysts say Turkish investors are primarily moving funds withdrawn during the redemption crisis into Lira deposits.
-
2
Russia launched a massive attack on Ukraine, killing at least 3 people and cutting power to nearly 100,000 residents in the Chernihiv region.
-
3
Natural gas is up 5.96% today, currently trading at $3.005.
-
4
LIC reportedly leads bidding in NSE's $2.4 billion India IPO
-
5
Two oil tankers were attacked in the Strait of Hormuz, after Iran claimed to have received intelligence that the US was planning new attacks.
-
6
US lithium recycler R3 Lithium eyes Vietnam battery business, in talks with auto, electronics firms and government
-
7
Jefferies: Meta AI agent Muse goes viral, AI PCB market size expected to reach $73 billion by 2030, ABF substrate to reach $30 billion.
-
8
South Korea's antitrust regulator opens preliminary review of Uber's planned $13.7B acquisition of Delivery Hero
-
9
Spot Bitcoin ETFs attracted nearly $1 billion in inflows on Monday, marking their largest single-day inflow since October 6, 2025, and the ninth largest inflow ever.
-
10
Bitcoin ETF flows fluctuate, price breaks $85,000: What does the second half of the bull run hold?
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
