On September 3, 2025, Zhuhai Founder Technology Multi-layer Circuit Board Co., Ltd. released a tender notice for its “Artificial Intelligence and Computing Power High-Density Interconnect Circuit Board Industrial Base Project Construction Tender Announcement,” with a budget amount reaching 252.4854 million yuan. From the equity structure, Zhuhai Founder Technology Multi-layer Circuit Board Co., Ltd. is 69.68% owned by Founder Technology, which closely ties this tender project to Founder Technology and is seen as an important move in its industrial layout.
The launch of this tender project has profound industry background. Currently, the rapid development of artificial intelligence and high-performance computing has led to an explosive growth in demand for computing power. As a key component for chip operation and signal transmission, the market demand for high-density interconnect circuit boards has also surged. The investment by Zhuhai Founder Technology Multi-layer Circuit Board Co., Ltd. in building an industrial base aims to further enhance the production capacity of high-density interconnect circuit boards, providing a more solid hardware support for the future development of AI chips and seizing the initiative in fierce market competition.
The tender documents disclosed detailed key information about the project. In addition to the clear budget amount, details regarding bidding qualifications, submission deadlines for bidding documents, validity periods for bids, submission methods for bidding documents, and methods for paying the bid security have also been clarified. Notably, the bid security amount of 500,000 yuan highlights the scale and importance of the financial investment in this project.
Focusing on AI Computing Power to Meet Surging Market Demand
Currently, the wave of artificial intelligence development is surging, whether it is the global AI boom triggered by OpenAI’s ChatGPT or the continuous efforts of major domestic technology companies in the field of large models, all of which have led to an explosive growth in demand for AI computing power. As a critical component of computing power infrastructure, the importance of high-density interconnect circuit boards is becoming increasingly prominent.
The investment by Founder Technology’s related companies in building an industrial base is precisely aimed at this market demand. As the application scenarios for artificial intelligence continue to expand, from intelligent voice assistants to image recognition and autonomous driving, the reliance on high-performance computing is increasing, which requires circuit boards to have higher performance, stronger stability, and lower latency. Zhuhai Founder Technology Multi-layer Circuit Board Co., Ltd. aims to enhance its production capacity and technical level in the field of high-density interconnect circuit boards through the construction of a new industrial base to meet the growing market demand.
Dual-Driven Technology Upgrades and Capacity Expansion
From a technical perspective, although the tender documents do not fully disclose all technical details, it can be inferred that the new industrial base will apply a series of cutting-edge technologies to enhance the performance of circuit boards. Optimizations will be made on key indicators such as the number of layers, line width and spacing, and signal transmission speed to adapt to the continuously upgrading computing power requirements of AI chips. As AI chips trend towards higher computing power and lower power consumption, high-density interconnect circuit boards, as the “carriers” of chips, must upgrade in sync.
In terms of capacity, the specific capacity scale after the completion of the new industrial base is still unclear, but the budget amount of over 250 million yuan indicates that this will be a large-scale capacity expansion. In recent years, Founder Technology has continuously focused on enhancing the production capacity of high-end products, with the second phase of the Zhuhai high-end intelligent base’s advanced HDI project set to be put into production in 2024, pushing the proportion of high-end product capacity to over 40%. The construction of this industrial base is expected to further consolidate Founder Technology’s position in the high-end circuit board market and enhance its competitiveness in the global PCB market.
Significant Implications for Industrial Collaboration and Strategic Layout
This tender project also contains deeper implications for industrial collaboration and strategic layout. Founder Technology has close cooperation with several industry giants. Once the new industrial base is completed, it will help Founder Technology better serve its partners and strengthen industrial synergy. Founder Technology is a core supplier for Huawei, with long-term cooperation in the supply and technical research and development of high-end HDI boards. Additionally, Founder Technology has entered the supply chain of BYD’s blade batteries, with expectations for capital operations heating up. The layout of the AI computing power high-density interconnect circuit board industrial base is expected to allow Founder Technology to play a greater role in collaborations across different industrial fields, achieving strategic synergy in multiple areas.
Founder Technology performed well in Q1 2025, with revenue of 952 million yuan (up 23.68% year-on-year) and a net profit of 78.47 million yuan (up 2% year-on-year), with a gross margin rising to 21.91%. Its products are mainly used in AI servers and optical modules, with gross margins over 50% higher than ordinary PCBs, and it has high-quality customer resources, directly supplying industry giants such as Huawei, Apple, Tesla, and NVIDIA, maintaining a top-three global market share in the PCB field for AI server GPU accelerator cards. The construction of the tender for the Zhuhai Founder Technology Multi-layer Circuit Board Co., Ltd. AI and computing power high-density interconnect circuit board industrial base project further consolidates Founder Technology’s market position in related fields, supporting its continued deepening in the AI computing power hardware sector.
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