A-Share Firms Invest in High-End Copper Foil for AI Computing Power Demand

Published: May 29, 2026 09:11

Save

As AI computing power demand increases, high-end electronic circuit copper foil upstream in the industry chain is undergoing unprecedented technological iteration and upgrading. To seize this market high ground, multiple A-share publicly listed firms have invested heavily in positioning themselves, and the construction of high-end copper foil represented by HVLP (Hyper Very Low Profile copper foil) and RTF (Reverse Treated Foil) is accelerating across the board.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

5 hours ago

Copper Scrap Market Shows Regional Divergence Amid Price Fluctuations and Compliance Inspections

This week, the copper scrap market operated under the interweaving influences of fluctuating copper prices, the approaching Dragon Boat Festival holiday, and ongoing compliance inspections on "reverse invoicing," presenting structural characteristics of "regional divergence in supply, essential demand-driven procurement, and transactions driven by invoices rather than prices

5 hours ago

6 hours ago

[SMM Analysis] LME Copper Prices Fluctuate at Highs; Procurement Slows Across China, Japan, and South Korea

[SMM Analysis: LME Copper Prices Fluctuate at Highs; Procurement Slows Across China, Japan, and South Korea Amid Flat Market Turnover]This week, LME copper prices fluctuated at high levels. Quotations for bare bright copper held high at 98.5%–99% payability. In contrast, offers for No. 2 ccopper material scrap(Birch/Cliff) showed distinct divergence. However the global recycled raw material market currently exhibits a gridlock defined by "weak supply and demand."

6 hours ago

13 hours ago

Fitzroy Reports High-Grade Copper Results in Chile

Fitzroy Minerals reported channel sampling results averaging 2.96% copper at its Buen Retiro project in Chile, with peak samples reaching 10.68% copper. The company continues drilling and advancing resource definition work.

13 hours ago