“Science and Technology Innovation Board Daily”, May 23 — After high-speed copper connections, glass substrates, and fan-out panel-level packaging, Nvidia, which just handed over excellent financial reports last night, has sparked another concept.

Today, many shares of the electromagnetic shielding film concept rose. By the close, Longyang Electronics, Fangbang Co., Ltd., and Zhengye Technology had risen and stopped 20CM, Feirongda had risen more than 10%, Walter New Materials and Kangda New Materials had stopped, and Allied and Belon Precision followed suit.

At the latest performance briefing, Nvidia presented a number of Blackwell platform progress and details.

Currently, Blackwell architecture chips “have been in production for a while”. Shipments will begin in the second quarter of FY2025. Production will increase in the third fiscal quarter, and they are expected to be installed in customer data centers in the fourth quarter. Intended customers include Amazon, Google, Meta, Microsoft, OpenAI, Oracle, Tesla, etc. Nvidia expects Blackwell architecture chips to bring in significant revenue this year.

Previously, after the first appearance of the Blackwell architecture and GB200 at the Nvidia GTC conference in March, it triggered a “high-speed copper connection boom” in the secondary market. Today, “electromagnetic shielding film,” which is receiving soaring attention, is a segment extension of high-speed copper interconnection.

According to the latest research report from Caitong Securities, with the upgrading of copper cable module products, high-speed cable process requirements have been further improved. High-speed cable production generally includes six major processes: insulating core wire extrusion, parallel wrapping, parallel cable formation, wire preparation, wire extrusion, and finished product testing. In the process of upgrading cables to high speed, higher requirements are also placed on various cable processes, such as less damage to the surface of the core wire, more parallel pairs in a single cable, and better signal crosstalk shielding.

In this case, the need for electromagnetic shielding films has followed.

As a special material for mitigating electromagnetic interference or electromagnetic radiation, electromagnetic shielding films are designed to block or attenuate electromagnetic fields and prevent electromagnetic fields from interfering with electronic devices, circuits, or systems. They are commonly used in various industries, including electronics, telecommunications, aerospace, automobiles, and medical equipment, where the reliable operation of sensitive equipment is essential.

The municipal research agency QYResearch predicts that the global electromagnetic shielding film market will reach 230 million US dollars in 2029, with a compound annual growth rate of 5.3% in the next few years.

It is worth mentioning that composite copper foil is mainly composed of PET (or PP) copper foil, and can also be used in high-speed cables to perform a shielding function. Science and technology innovation board company Fangbang Co., Ltd. stated in its 2023 annual report: “Composite copper foil can be applied to high-speed cables and has a shielding function. During the reporting period, the company's composite copper foil has received a small number of orders in this regard.”