The research report from CICC indicates that the high demand for overseas computing power is driving both the volume and price of PCBs, rapidly expanding the market size. It is expected that the AI PCB market will reach $5.6 billion by 2025 and $10 billion by 2026. Although domestic PCB manufacturers are accelerating production expansion, the report suggests that the efficiency of releasing high-end capacity will lag behind the growth rate of demand, leading to a persistent supply-demand gap. Additionally, the iteration and upgrade of new processes are expected to bring about new market demand increments.Functional wet electronic chemicals, as essential raw materials in the production of PCB electronic circuits, are also seeing simultaneous demand expansion, with core suppliers experiencing continuous high growth. Industry insiders indicate that, in the context of global integrated circuits, high computing power, and the accelerated transfer of new energy vehicle production capacity to China, there is a strong demand for the import substitution of raw materials, considering aspects such as product delivery times, supply chain assurance, cost control, and technical support. Domestic functional wet electronic chemical companies are facing significant development opportunities.According to the thematic database of Caixin, among the relevant listed companies:Tiancheng Technology has developed four major series of horizontal copper plating products that can meet the production needs of different circuit boards in the market, primarily used for high-end PCBs and packaging substrates.Guanghua Technology, as a leading domestic PCB chemical company, has deepened its expertise in surface chemicals and mastered key core technologies for electroplating chemicals. The company’s PCB solutions can be applied in horizontal copper plating, vertical copper plating, and other electroplating processes. (Caixin)
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