According to Damo's latest research report, the fanatical expansion of global AI infrastructure is spreading across the board from downstream GPUs and foundry to upstream key basic materials fields. This trend has not only reshaped the supply chain system for printed circuit boards and multilayer ceramic capacitors, but has also spawned a “supercycle” of upstream materials with a long cycle and high certainty.

According to Damo's latest research report, the fanatical expansion of global AI infrastructure is spreading across the board from downstream GPUs and foundry to upstream key basic materials fields. This trend has not only reshaped the supply chain system for printed circuit boards and multilayer ceramic capacitors, but has also spawned a “supercycle” of upstream materials with a long cycle and high certainty.