Rogers' PTFE CCL Breakthrough: The Little-known Winner in AI Data Centers

Bullish · $600183.SS

What Happened

Rogers unveiled a new PTFE-based copper-clad laminate that outperforms M9 and has a clear path to M10, targeting next-gen data center applications. The company is actively sampling with top-tier customers and PCB partners.

Bottom Line

Rogers' PTFE CCL breakthrough signals a potential shift in high-end materials, with Shengyi Technology best positioned among Greater China CCL players.

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