天承科技(688603.SH):公司應用高頻高速板的客户有方正科技、生益電子、深南電路等
格隆匯8月1日丨天承科技(688603.SH)近期在接待機構投資者調研時表示,與終端人工智能、服務器相關的 PCB 板主要是高頻高速板,公司應用高頻高速板的客户有方正科技、生益電子、深南電路等, AI 與服務器也是基於這個基礎展開,公司為被國際終端品牌認可的專用電子化學品供應商。
高頻高速板主要是需要解決信號損失問題、信號傳輸速率。隨着板厚增加,孔徑變小,製造難度增大,孔內差異化也大,對於電子化學品需要解決孔內沉積均勻性,晶格一致性,多變性。AI 板更多是 ABF 載板,其製造難度較大,公司針對每一代材料都有在做更新迭代相關技術。GL102 材料表面更光滑、filler 數量更多,需要保證良好的附着率,公司不斷進行配方優化以滿足客户要求。公司該類產品性能與國際企業不相上下,但是公司研發更貼近市場,針對新材料有更快的反應速度,進行產品升級。
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