According to Chaoxiang Research, Goldman Sachs' report on August 5 raised its forecast for the global AI PCB market size in 2027 to $38 billion and the AI CCL market size to $22 billion, projecting that by 2028, the PCB market will reach $84 billion and the CCL market will reach $48 billion. AI server PCB shipment volume is expected to increase from 13 million square meters in 2026 to 45 million square meters in 2028, while CCL shipment volume will rise from 42 million sheets to 131 million sheets. Goldman Sachs has issued buy ratings on Shengyi Technology, Sunhon Technology, Huasun Electronics, Panasonic HD, Mitsui Mining & Smelting, Nittobo, Shennan Circuits, Jinxiang Electronics, HanYuBoDe, ZhenDing, and Tairuoh Electronic.
Goldman Sachs Raises Forecasts for Global AI PCB and CCL Market Size
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Summary
Goldman Sachs released market news on August 5, raising its 2027 global AI PCB market forecast to $38 billion and AI CCL to $22 billion. It also estimates the PCB and CCL markets will reach $84 billion and $48 billion by 2028. AI server PCB shipments are expected to grow from 1.3 million square meters in 2026 to 4.5 million in 2028, with CCL units rising from 42 million to 131 million. The firm issued a buy rating on Shengyi Technology, Shen Micro Technology, Huadi Electric, Panasonic HD, Mitsui Metal, NTT, Shennan Circuit, Golden Image Electronics, HanYu Broad, Zhen Ding, and Taiguang Electronics. The report reflects strong momentum in hardware demand driven by AI and crypto trends.
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