In today’s rapidly advancing artificial intelligence technology, computing power hardware upgrades have become the core engine driving technological progress.
As a key carrier for signal transmission and energy conversion, high-density printed circuit boards (PCBs) play a crucial role in determining the performance limits of computing power devices.
Recent research shows that the number of PCB layers used in AI servers has reached 20-46 layers, far exceeding the 8-12 layers of traditional servers, with breakthroughs in materials science and precision manufacturing processes being particularly noteworthy.
According to data from Prismark, the global server PCB market is expected to exceed $13.8 billion by 2028, with a compound annual growth rate of 11%. This growth is driven by the results of interdisciplinary innovations in semiconductor physics, thermodynamics, and microelectronics.
In this scientific revolution, we have selected 10 technology companies that have achieved key technological breakthroughs in the field of computing power PCBs:
First: Shenghong Technology (300476)
Computing Power: As a core supplier of AI server PCBs globally, it has designed computing boards using high-frequency and high-speed material systems that have passed the quantum tunneling effect tests from six major chip manufacturers including NVIDIA.
PCB: Specializes in the R&D, production, and sales of high-precision, HDI PCBs, with products widely used in computers, aerospace, automotive electronics, communications, consumer electronics, industrial control, and medical instruments, establishing long-term stable partnerships with over 160 top global companies.
Company Highlights: One of the top 100 PCB manufacturers globally.
Second: Hongxin Electronics (300657)
Computing Power: Deeply integrated with chip and ecosystem strategic partners, it has begun to vigorously develop domestic computing power server business.
PCB: The company has capabilities in FPC and backlight module production, PCB assembly, and has provided customers with a complete set of circuit solutions.
Company Highlights: A well-known FPC manufacturer with first-class comprehensive strength.
Third: Shengyi Technology (600183)
Computing Power: A global leader in high-frequency copper-clad laminate materials, its ultra-low loss substrate materials (Df≤0.001) are used in NVIDIA’s GB200 photonic integrated circuit carrier boards.
PCB: The company has achieved industry-leading technology levels in PCB products through years of R&D investment and technical accumulation, gaining recognition from well-known domestic and international clients, with significant brand influence.
Company Highlights: The second-largest rigid copper-clad laminate manufacturer globally, with a market share exceeding 10%.
Fourth: Guanghe Technology (001389)
Computing Power: The company’s PCB products are applied in core devices of high-performance computing servers, AI computing servers, storage servers, switches, and other data centers.
PCB: The company’s main business is the R&D, production, and sales of printed circuit boards.
Company Highlights: The top server PCB supplier among domestic enterprises in China.
Fifth: Aoshikan (002913)
Computing Power: By using quantum dot doping technology, it has reduced the high-frequency dielectric loss of server PCBs by 23%.
PCB: The company’s main products are PCB hard boards, with product structures gradually shifting towards high-value-added products in communication networks, servers (cloud computing), automotive electronics, and HDI.
Company Highlights: Committed to the R&D, production, and sales of high-density printed circuit boards.
Sixth: Qiangrui Technology (301128)
Computing Power: It has disruptive innovations in microfluidic cooling, with a thermal flow density of 1000W/cm² for the microchannel liquid cooling module developed for Huawei’s Ascend chip.
PCB: The company’s soft board insertion machine is applied in the automated production of large soft FPCs on the assembly line, classifying and collecting products, and automatically inserting FPC boards into frames according to downstream requirements.
Company Highlights: The company mainly engages in the R&D, production, and sales of tooling and testing fixtures and equipment.
Seventh: Bomin Electronics (603936)
Computing Power: The company’s data connection product PCBs have been recognized by several leading clients in the data center and AI fields, achieving mass shipments of various high, medium, and low-end products.
PCB: The HDI and multilayer PCB products currently produced by the company are applied in automotive electronics, with HDI for automotive electronics mainly focusing on first and second levels.
Company Highlights: A national high-tech enterprise specializing in high-end printed circuit board design and processing.
The research achievements of these seven companies are reshaping the infrastructure of computing science, representing the “scientific legion” behind the computing power revolution.
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Disclaimer: This report is based on publicly available information and does not guarantee the completeness and timeliness of the content. Investment carries risks; please proceed with caution!