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Back"AI victims must also get on the AI train!" Yuantai and Taihong attack PTFE's 2028 volume
"AI victims must also get on the AI train!" Yuantai and Taihong attack PTFE's 2028 volume
NEWS
自由时报20 minutes agoBusiness2 min readChinaView original

"AI victims must also get on the AI train!" Yuantai and Taihong attack PTFE's 2028 volume

E-paper major Yuantai has joined hands with Taihong to develop AI high-speed transmission materials. Chairman Li Zhenghao said that the two parties will combine the advantages of material modification and roll-to-roll processes to enter data center applications.

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Quick Look

  • E-paper major Yuantai has joined hands with Taihong to develop AI high-speed transmission materials.
  • Chairman Li Zhenghao said that the two parties will combine the advantages of material modification and roll-to-roll processes to enter data center applications.
  • It is expected that PTFE materials will contribute a small amount of revenue in 2027 and increase in volume in 2028.

AI-generated summary

Why It Matters

E-paper major Yuantai holds approximately 15.7% of Taihong's equity, and the two parties have recently begun cooperation on materials related to data centers.

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E-paper major Yuantai (8069) has joined hands with Taihong to develop AI high-speed transmission materials. Chairman Li Zhenghao said that the two parties will combine the advantages of material modification and roll-to-roll processes to enter data center applications. It is expected that PTFE materials will start to contribute a small amount of revenue in 2027 and further increase in volume in 2028. He bluntly said, "Since we are victims of AI in consumer products, we must at least get on the AI ​​train."

Yuantai held a legal representative briefing today. Li Zhenghao said that the starting point for cooperation with Taihong comes from end customers, who hope to introduce PTFE materials into future data centers.

He said that PTFE has been used in radars and satellites in the past, but when it comes to data centers, how to combine the material with copper well is still a very challenging technology, which requires the coordination of material formulation, modification and manufacturing process. "If it were simple, I wouldn't actually be that interested." Products with higher technical thresholds are more suitable for Yuantai to invest in.

Li Zhenghao said that Yuantai will use the Guanyin factory space and shared factory facilities to assist Taihong in production. "We are equivalent to helping him with OEM production." We may also provide modified materials. The cooperation model between the two parties can refer to OLED material manufacturers UDC and PPG. It is expected to start to contribute a small amount of revenue in 2027, and further increase in volume in 2028.

Yuantai currently holds approximately 15.7% of Taihong’s shares. Regarding whether to further increase the shareholding, Li Zhenghao said that there is no rush at this stage. The two teams have been working closely together and the priority is to do a good job. In addition to data centers, he is also optimistic about the material business opportunities brought about by high computing demands such as satellites, self-driving cars and robots.

What to Watch

AI outlook — possibilities, not facts

  • PTFE materials will start to contribute a small amount of revenue in 2027

    Likely · Within months

  • PTFE materials will further increase in volume in 2028

    Likely · Within months

Open Questions

  • Can the technical bottleneck of PTFE material be successfully broken through?
  • Will it further increase its shareholding in Taihong in the future?

Related Topics

Genta
PeopleLi ZhenghaoChen Meiying
OrganizationsTaihongUDCPPG
PlacesTaipeiGuanyin
TopicsTaihongptfeLi Zhenghaoai high speed transmissionData center
This article was originally published by 自由时报.

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