High-End Products Emerge as Growth Engines Explosive Demand in AI/5G Sectors

1. AI Copper Clad Laminate Market Doubles in Size

According to estimates by Industrial Research Co., Ltd., the global AI CCL market size reached USD 2.2 billion in 2025, representing a 100% year-on-year growth. Driven by the mass production of ASICs and the upgrade of copper clad laminates to M9 grade for NVIDIA’s new products, the market is projected to hit USD 3.4 billion in 2026 (a 60% year-on-year increase), with a 52% compound annual growth rate (CAGR) from 2024 to 2028. Next year, new platform products from GPU and ASIC manufacturers will adopt M8.5+ grade materials, significantly boosting the value proposition of CCL products.

2. Domestic Breakthrough in High-End 5G Copper Clad Laminates

In November 2025, Shengyi Technology (Suzhou) Co., Ltd.’s "ultra-low loss high-frequency and high-speed copper clad laminate for 5G communications" was accredited as one of Jiangsu Province’s first batch of new materials. The product has overcome the technical contradictions of "low dielectric constant, low dielectric loss, and high heat resistance," enabling it to replace imported alternatives while ensuring the quality of 5G high-frequency signal transmission. It has now become a core supplier to leading enterprises such as Huawei and Intel.