CITIC Securities: Recommended to Focus on Leading Domestic AI PCB/Copper Clad Laminate (CCL) Manufacturers, Memory Manufacturers, and Others

GateUser-bd883c58 · 2026-03-26T05:14:07+00:00

CITIC Securities points out that Nvidia predicted at the GTC 2026 conference that AI computing power demand will continue to grow, and new technologies in the Rubin/Rubin Ultra architecture will drive increased AI PCB demand, particularly in CPO applications. The firm recommends paying attention to investment opportunities in domestic AI PCB and copper clad laminate manufacturers.

GateUser-bd883c58

2026-03-26 05:14:07

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Ask AI · How will NVIDIA’s new architecture drive the growth of AI PCB demand?

According to a report from CITIC Securities, NVIDIA stated at GTC 2026 that the demand for AI computing power will continue to grow strongly in 2027. CITIC Securities believes that the addition of LPU and midplane in the Rubin/Rubin Ultra architecture, along with increased specifications and usage, will further expand demand, and AI PCB will benefit from this; CPO is expected to be implemented first in Rubin’s Scale-out architecture, with Scale-up applications anticipated to begin on the Feynman platform in 2028. The GTC 2026 conference further reinforces market confidence in the sustained growth of the AI industry and the realization of incremental logic. It is recommended to pay attention to leading domestic AI PCB / copper-clad laminate (CCL), Scale-out, and Scale-up manufacturers, storage vendors, and others.

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