[Global Network Finance Comprehensive Report] Recently, PCB (Printed Circuit Board) leader Shenzhen Sancircuit Co., Ltd. (hereinafter referred to as "SCC") announced that it plans to issue shares to specific objects to raise a total of no more than 4.882 billion yuan, which will be used for the Wuxi Shenzhen Sancircuit AI computing power electronic circuit product project and to supplement working capital after deducting issuance costs. The project mainly produces high-speed, high-density, and high-multilayer PCB products for AI servers, switches, and other fields.

Oriental IC

In addition to SCC, the PCB industry is set to experience a massive expansion wave in the first half of 2026. Wind data shows that as of June 14, 13 PCB manufacturing companies in the A-share market have announced expansion plans this year, with a total planned investment of nearly 59 billion yuan. The funding direction of leading PCB manufacturers is highly concentrated on high-end capacities such as "high-end, high-multilayer, high-frequency and high-speed, HDI/substrate," which are currently the most concentrated categories in downstream AI servers, high-speed switches, and data center infrastructure demand.

Globally renowned electronic industry market research and consulting firm Prismark predicts that the global PCB market value is expected to reach 95.78 billion USD in 2026, a year-on-year increase of 12.5%, with an average annual growth rate of about 5.2% from 2024 to 2029.

CITIC Securities stated that under the dual drive of rising raw material prices and AI demand, the profit recovery logic of the PCB industry is clear, and leading companies with technological barriers and capacity advantages will continue to benefit from industry price increases and market share growth. (Nanmu)