started · updated
AI server Copper Clad Laminate market to reach $1.181 billion by 2026
The global market for Copper Clad Laminate (CCL) used in AI servers is projected to grow significantly. According to a report by QY Research, the market is estimated at $999 million in 2025 and is expected to reach $1.181 billion in 2026. Between 2026 and 2032, the sector is forecasted to expand at a compound annual growth rate (CAGR) of 19.8%, potentially reaching $3.489 billion by 2032.
This growth is driven by the increasing data processing demands of generative AI, which require high-performance materials for GPUs, ASIC accelerators, and high-speed switches. As networks transition toward 800G and 1.6T standards, there is rising demand for ultra-low-loss materials that can handle higher frequencies and ensure stable high-speed transmission.
Competition in the industry is shifting toward the optimization of entire material systems, including low-loss resins and high-performance copper foil. Key industry players include Panasonic, Resonac, EMC, TUC, ITEQ, SYTECH, Doosan Electronic, Nanya, and Isola. In Japan, Panasonic Industry has already signaled market shifts by announcing price revisions for low-loss multilayer substrate materials scheduled for May 2026.
Entities
LightCounting · Panasonic Industry · QY Research · Resonac · TrendForce