reply The surge in high-end copper foil demand is rooted in the pursuit of signal integrity across AI servers and high-speed Ethernet switches. Over the next three years, the industry’s supply-demand imbalance will intensify, with supply shortfalls threatening to become a structural new normal. This trend will not only reshape the competitive landscape for PCB copper foil, but also deliver unprecedented pricing power and margin expansion to the few suppliers with true mass-production capabilities. Consequently, the fastest-expanding copper foil manufacturers with proven HVLP manufacturing capacity, such as Mitsui Kinzoku and Co-Tech, stand to be the primary beneficiaries against this backdrop. (3/3)