Recently, the printed circuit board industry has ushered in “hot sales”. High-end products are in short supply, and orders from some leading manufacturers have been scheduled for 2027. Industry insiders pointed out that the “explosion” of high-end circuit boards reflects that the AI computing power boom has spread to the bottom layer of hardware. This “blowout” of demand, driven by the big AI model, is spreading at an accelerated pace, and the industrial chain is ushering in a new round of revaluation. What other industries will take on dividend spillover in the future? “Hashrate metal” or the next “hot spot.” “Most parts of the entire AI industry chain have now been transferred, and they are all in a state where demand is strong and the industry is hot.” Gong Chao, a researcher at the National Institute of Innovation and Development at Tongji University, pointed out that the upstream metals industry will be boosted in the future. According to the latest data from the China Nonferrous Metals Industry Association, prices of non-ferrous metals such as copper, aluminum, tin, tantalum, and indium rose sharply in the first half of the year, driven by artificial intelligence computing power infrastructure. Among them, the price of tin rose 40% in half a year, the price of indium rose 60%, and the price of tantalum soared 158%.

Recently, the printed circuit board industry has ushered in “hot sales”. High-end products are in short supply, and orders from some leading manufacturers have been scheduled for 2027. Industry insiders pointed out that the “explosion” of high-end circuit boards reflects that the AI computing power boom has spread to the bottom layer of hardware. This “blowout” of demand, driven by the big AI model, is spreading at an accelerated pace, and the industrial chain is ushering in a new round of revaluation. What other industries will take on dividend spillover in the future? “Hashrate metal” or the next “hot spot.” “Most parts of the entire AI industry chain have now been transferred, and they are all in a state where demand is strong and the industry is hot.” Gong Chao, a researcher at the National Institute of Innovation and Development at Tongji University, pointed out that the upstream metals industry will be boosted in the future. According to the latest data from the China Nonferrous Metals Industry Association, prices of non-ferrous metals such as copper, aluminum, tin, tantalum, and indium rose sharply in the first half of the year, driven by artificial intelligence computing power infrastructure. Among them, the price of tin rose 40% in half a year, the price of indium rose 60%, and the price of tantalum soared 158%.