[Goldman Sachs Raises Global AI PCB and CCL Market Size Forecast]
According to TrendForce Research, Goldman Sachs' August 5 report raised the 2027 global AI PCB market size forecast to $38 billion and the AI CCL market size forecast to $22 billion. It also predicts that by 2028, the PCB market size will reach $84 billion, and the CCL market size will reach $48 billion. AI server PCB shipments are expected to increase from 1.3 million square meters in 2026 to 4.5 million square meters in 2028, while CCL shipments will grow from 42 million sheets to 131 million sheets. Goldman Sachs has issued a "Buy" rating for Shengyi Technology, Victory Giant Technology, Shennan Circuits, Panasonic HD, Mitsui Metals, Nitto Boseki, Kinwong, HannStar Board, Zhen Ding, and Taiguang Electronics.
