AI hardware upgrades drive a surge in high-end PCB demand, leading industry leaders to expand production
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
