AI Server Demand Pushes PCB Materials While Memory Costs Pressure Devices

EE Times Asia reports that AI computing demand is driving a sharp expansion in copper-clad laminate materials used for high-layer-count, low-loss PCBs. The cited forecast puts the global CCL market above $21.5 billion in 2026 after $16.02 billion in 2025, with AI-related specification upgrades supporting both volume and pricing. The same payload notes that rising memory prices have raised downstream device costs in the flexible CCL segment. For RamTrend, this is not a memory supply story, but it confirms that memory inflation is being felt in adjacent electronics cost structures while AI hardware demand tightens supporting materials.