Recent interviews by reporters have revealed that the market prosperity of the PCB industry has significantly improved compared to the same period last year, especially for high-end products, which have a large market demand. An executive from a company disclosed that the prosperity of BT substrates has rebounded, with full orders and price increases. Benefiting from hardware upgrades driven by AI servers and high-speed switches, categories such as high multilayer boards and high-end HDI PCBs are in high demand, with rising prices. However, due to technological barriers, there is a supply-demand gap for high-end products in the short term. Currently, leading manufacturers such as Dongshan Precision and WUS are shifting new production capacity towards high-end PCB products; a representative from the securities department of CEE stated that the new factory in Zhuhai will continuously increase the proportion of high-end products
