The NVIDIA AIPCB refers to the Artificial Intelligence Printed Circuit Board, which is a key component in servers, primarily used to connect and transmit various electronic components and chips within the server, enabling high-speed and stable data transmission and processing, forming the basis for the normal operation of servers.
Huadian Co., Ltd.
Concept:NVIDIA AIPCB + Servers, etc.
Reason for Association:It is one of the largest communication board companies globally, with products widely used in communication equipment, data centers, etc., providing high-quality PCB products for AI computing devices.
Shennan Circuit
Concept:NVIDIA AIPCB + Data Centers, etc.
Reason for Association:Core supplier of HBM packaging substrates, optimizing heat dissipation with PEEK, binding with SK Hynix/NVIDIA, and expanding production capacity to meet AI demand.
Shiyun Circuit
Concept:NVIDIA AIPCB + Robotics, etc.
Reason for Association:The company actively expands into overseas markets, tapping into existing customer needs by introducing new products and material numbers, continuously optimizing the product structure, while also developing new customers, successfully passing certifications from Amazon, Samsung, etc., and entering NVIDIA’s supply chain through OEM methods.
Pengding Holdings
Concept:NVIDIA AIPCB + Consumer Electronics, etc.
Reason for Association:As one of the largest PCB manufacturers globally, Pengding Holdings holds a significant position in the consumer electronics PCB sector. The company has the capability for R&D, design, manufacturing, and sales services for various PCB products and is one of NVIDIA’s PCB suppliers.
Shenghong Technology
Concept:NVIDIA AIPCB + Computing Power, etc.
Reason for Association:As the only company in the world capable of mass-producing 28-layer orthogonal backplanes, the company is a core supplier for NVIDIA’s GB200. Its Thailand base can avoid 15% tariffs on imports to the U.S., gaining a cost advantage in the international supply chain.
Founder Technology
Concept:NVIDIA AIPCB + Optical Modules, etc.
Reason for Association:Core supplier of NVIDIA graphics card PCBs, mainly engaged in HDI boards and multilayer boards, directly benefiting from the demand for GPU upgrades.
Risk Warning: The data related to this article is organized and provided by Yumi, for reference only and does not constitute investment advice. Any actions taken based on this information are at your own risk; investing involves risks, and caution is advised when entering the market.
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