The broker published a note stating that AI materials are entering a performance realization window, highlighting positive developments in PCB materials (electronic cloth price hikes, resin and silica powder demand), electronic gases (price increases by ASML), glass substrates (accelerated timeline), ceramic substrates (small-batch supply in Q4), and ABF film (widening supply gap).
Broker remains bullish on AI materials sector, citing multiple catalysts and earnings delivery, with specific mentions of China Jushi, Sinoma Science & Technology, Guanggang Gas, Hangyang, Sinocera Materials, and domestic ABF film producers.
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