中信证券：预计全球TIM市场规模将由2025年的96.7亿元增至2030年的221.2亿元

智通财经08-22

【中信证券：预计全球TIM市场规模将由2025年的96.7亿元增至2030年的221.2亿元】据中信证券，AI算力需求增长与先进封装演进持续推升芯片功耗和热流密度，推动TIM向高导热、低热阻和高可靠性升级。AI服务器与新能源汽车将成为主要增量来源，预计全球TIM市场规模将由2025年的96.7亿元增至2030年的221.2亿元。海外厂商凭借配方积累、量产经验和客户认证占据中高端市场，国内企业正依托...

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