CITIC Securities: High-frequency and high-speed demand such as computing power is growing rapidly, and electronic-grade PTFE is expected to be widely used.
A recent report from CITIC Securities highlights the rapid growth in demand for high-frequency and high-speed data transmission, particularly for computing power infrastructure. This trend is expected to drive significant application of electronic-grade PTFE (Polytetrafluoroethylene), often called the "king of plastics," in areas like server high-speed cables and high-speed boards. The report suggests that the potential use of PTFE in next-generation server backplanes, as discussed within the industry with NVIDIA's Rubin ultra platform nearing mass production, could redefine the material's downstream applications. AI
IMPACT Increased demand for high-performance materials like PTFE is driven by AI's need for faster data transmission, potentially impacting hardware development.