Goldman Sachs drastically raised its market size forecast related to artificial intelligence servers in its latest report on the global printed circuit board and copper-clad board industry. The bank expects the global AI server PCB market to reach US$37.5 billion in 2027, up 38% from the previous forecast, and further increase to US$84 billion in 2028; the CCL market is expected to reach US$22.1 billion in 2027, an increase of 18%, and is expected to rise to US$48 billion in 2028. This means that from 2026 to 2028, the compound annual growth rate of the AI server PCB and CCL market size will reach 148% and 161%, respectively. Unlike the traditional server cycle, this round of growth is driven not only by an increase in server shipments, but also by multiple factors such as an increase in the number of PCB layers, advanced HDI penetration, CCL material upgrades, and an increase in PCB usage within the entire cabinet.

Goldman Sachs drastically raised its market size forecast related to artificial intelligence servers in its latest report on the global printed circuit board and copper-clad board industry. The bank expects the global AI server PCB market to reach US$37.5 billion in 2027, up 38% from the previous forecast, and further increase to US$84 billion in 2028; the CCL market is expected to reach US$22.1 billion in 2027, an increase of 18%, and is expected to rise to US$48 billion in 2028. This means that from 2026 to 2028, the compound annual growth rate of the AI server PCB and CCL market size will reach 148% and 161%, respectively. Unlike the traditional server cycle, this round of growth is driven not only by an increase in server shipments, but also by multiple factors such as an increase in the number of PCB layers, advanced HDI penetration, CCL material upgrades, and an increase in PCB usage within the entire cabinet.