EMC

6 atoms · 跨 5 天 · 首见 2026-04-19 · 最近 2026-06-16

三色: 🟦 fact 4 · 🟥 take 2 · stance ▲6/▼0/◆0

来源: X 6

时态: fresh:6

标签: 好数字:4 · 好信源:3 · 好观点:2

叙事 (narrative) (1)

• 2026-06-16 · go-to priority supplier for advanced M9 CCL materials
  the go-to priority suppliers for these advanced materials are EMC
  tags: 好观点·好信源 · → daily

预测 (forecast) (4)

• 2026-04-19 ⭐ · 2026年营收增长率预测
  EMC 2026年营收增长率预测: 87.1%
  tags: 好数字·好信源 · → daily
  value: qty=87.1% · date=2026
• 2026-06-15 · M9材料市场份额
  By the time you reach ultra-low loss M9 materials, EMC commands a near-total monopoly with close to 100% market share
  tags: 好数字 · → daily
  value: qty=~100% · date=2026
• 2026-06-15 · 全球高端CCL产能占比预测
  EMC's aggressive expansions mean it will single-handedly account for 50%+ of all global high-end CCL capacity starting in 2027e
  tags: 好数字 · → daily
  value: qty=50%+ · date=2027
• 2026-04-29 · 향후 전망
  EMC의 향후 전망 매우 좋아보입니다
  tags: 好观点 · → daily
  value: direction=매우 좋음

事实 (fact) (1)

• 2026-05-27 ⭐ · 高端板材层数
  high end boards used in AI servers have soared past 80-layers, driving demand for high-speed materials
  tags: 好数字·好信源 · → daily
  value: qty=80+ layers · direction=soared past

时间轴 (近 20)

• 2026-06-16 · narrative · go-to priority supplier for advanced M9 CCL materials · → daily
• 2026-06-15 · forecast · M9材料市场份额 · → daily
• 2026-06-15 · forecast · 全球高端CCL产能占比预测 · → daily
• 2026-05-27 · fact · 高端板材层数 · → daily
• 2026-04-29 · forecast · 향후 전망 · → daily
• 2026-04-19 · forecast · 2026年营收增长率预测 · → daily

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