The Return of Kings in PCB

The demand for AI servers is exploding, automotive electronics are upgrading, consumer electronics are recovering, and breakthroughs in domestic technology are occurring. Especially for AI servers, the value of a single PCB is 3-5 times higher than that of traditional servers. The cost of the PCB for a single cabinet from NVIDIA exceeds $170,000! Domestic companies are scrambling to seize this market, with performance skyrocketing; Shenghong Technology’s profits are expected to increase by 272% in the first quarter, while Shengyi Technology and Shenzhen South Circuit are growing at over 30%.

The Return of Kings in PCB

The infrastructure for AI computing power is the biggest driving force. Internet giants are pouring money into this sector, with Alibaba and Tencent increasing their capital expenditures for 2025, directly boosting orders for AI servers. The usage of PCBs in a single AI server has surged; for example, the PCB value of NVIDIA’s GB200 cabinet reaches $171,000, accounting for nearly 30% of hardware costs. The domestic market for AI server PCBs is expected to exceed 25 billion yuan by 2025. Automotive electronics are hiding dividends. The penetration rate of intelligent driving has reached 45%, and the PCB value of a single vehicle has skyrocketed from 600 yuan in traditional cars to over 3,000 yuan! The PCB value of a Tesla Model 3 exceeds 2,500 yuan, leading to a surge in orders for Jingwang Electronics, a core supplier for BYD’s intelligent cockpit, with the proportion of ADAS boards increasing to 35%.

The Return of Kings in PCB

High-frequency and high-speed copper-clad laminates (CCL) are breaking the overseas monopoly. Shengyi Technology’s low dielectric loss material performance is approaching international levels, with single board prices increasing by 20%, capturing market share from the American company Rogers. Huidian’s hybrid PTFE board has been adopted by NVIDIA’s new generation Rubin architecture, further increasing its value by 30%. Advanced HDI and carrier boards have achieved mass production. Shenzhen South Circuit and Xingsen Technology have filled the domestic gap in storage carrier boards, while Founder Technology’s advanced HDI project has been put into production, exclusively supplying top customers in AI servers. Shenghong Technology’s HDI yield has surpassed 90%, securing orders certified by Google.

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