If technology is likened to a city, then semiconductors are the “water and electricity,” while PCBs are the “steel reinforcement.” Together, they support the operation of the electronic world. By 2025, this combination is entering a golden period of development.
In the semiconductor field, the demand for AI computing chips (such as Cambricon-U) is surging, driving the profitability growth of the design sector; in the PCB sector, the proportion of high-end products is expected to rise to 40%, with HDI (High-Density Interconnect) penetration rates continuing to climb in 5G base stations and data centers.
Automotive electronics are becoming a new growth pole, with the electric control systems of new energy vehicles driving the demand for high-frequency and high-speed PCBs. Chinese automotive companies have seen PCB orders increase by 13% year-on-year, and Tesla’s Cybertruck battery management system has adopted domestically produced PCBs.
This article highlights 10 companies with explosive growth potential in high-elasticity sectors, including semiconductors and PCBs, for your reference.
First Company: Shenghong Technology
Main Business: Research, development, production, and sales of new electronic devices (high-precision circuit boards).
Semiconductor Field: AI servers and automotive electronics drive dual growth, with global leadership in multilayer boards and HDI technology.
PCB Field: A global high-end PCB supplier, focusing on AI computing cards, high-end HDI, and multilayer boards for servers, serving major clients like NVIDIA.
Second Company: Jintuo Co., Ltd.
Main Business: Research, development, production, sales, and service of specialized equipment.
Semiconductor Field: A manufacturer of semiconductor specialized equipment, including thermal equipment for advanced chip packaging and wafer manufacturing equipment, such as chip packaging furnaces and wafer bumping welding equipment.
PCB Field: Provides electronic welding equipment (such as reflow soldering) for PCB assembly (PCBA) processes, serving as a key equipment supplier for electronic laminate.
Third Company: Kechuan Technology
Main Business: Design, research, development, production, and sales of functional devices.
Semiconductor Field: Focuses on semiconductor functional devices, such as CMOS image sensors and protective film products in the silicon-based OLED chip process, and expands into silicon optical module business.
PCB Field: Engaged in the design and production of functional devices, including battery insulation sheets and backlight module components, used in consumer electronics and new energy vehicle-related PCB processes.
Fourth Company: Demingli
Main Business: Provides solutions in the storage field.
Semiconductor Field: Self-developed main control technology in the storage module field, with solid-state drives/embedded storage as core growth areas.
PCB Field: PCB boards are used in the production of storage modules, with a utility model patent for “a PCB splicing structure.”
Fifth Company: Fenghua Advanced Technology
Main Business: Research, production, and sales of electronic components and materials.
Semiconductor Field: Main products include chip resistors, capacitors, and other passive components, providing basic electronic components for the semiconductor industry, applied in various circuit boards.
PCB Field: Covers flexible/rigid circuit boards and rigid-flex boards, having acquired Multek for high-speed and high-frequency PCB capabilities.
Sixth Company: Dongshan Precision
Main Business: Research, production, and sales of electronic circuit products, precision components, touch display modules, LED display devices, etc.
Semiconductor Field: Focused on semiconductor packaging testing and related precision manufacturing.
PCB Field: Second globally in FPC, third in PCB, focusing on high-end printed circuit boards and rigid-flex boards.
Seventh Company: Dongtu Technology
Main Business: Research, production, and sales of core hardware and software technologies for the industrial internet.
Semiconductor Field: Established a semiconductor subsidiary, focusing on providing autonomous and controllable intelligent control system solutions for semiconductor equipment and manufacturing lines, promoting integrated network control.
PCB Field: Innovative switch PCB circuit boards achieve multi-model product output, enhancing production flexibility.
Eighth Company: Shiyun Circuit
Main Business: Research, production, and sales of various printed circuit boards (PCBs).
Semiconductor Field: Invests in chip-embedded PCBs (buried chip products) and enhances high-end HDI capacity, combining chip packaging technology to strengthen competitiveness in the PCB and semiconductor fields.
PCB Field: Mass production of 28-layer circuit boards for AI servers, involved in high-end PCB fields such as 5G communication and humanoid robots.
Ninth Company: Woge Optoelectronics
Main Business: Precision processing of optoelectronic glass, backlight and display modules, display touch modules, high-end optical film material die-cutting.
Semiconductor Field: Glass-based TGV technology applied in advanced semiconductor packaging, with full-process capabilities for MiniLED backlight modules.
PCB Field: Breakthrough in folding screen UTG etching technology, focusing PCB business on high-density interconnection and special material applications.
Tenth Company: Duofluor
Main Business: Research, production, and sales in high-performance inorganic fluorides, electronic chemicals, new energy batteries, and materials.
Semiconductor Field: Invests in chip-embedded PCBs (buried chip products) and enhances high-end HDI capacity, combining chip packaging technology to strengthen competitiveness in the PCB and semiconductor fields.
PCB Field: Main business in fluorine-based new materials and lithium batteries, with PCB-related patents involving splicing structures and material optimization designs.
Disclaimer: Investment carries risks, and caution is advised when entering the market! The above is merely personal opinion, with some views compiled from public information, intended for sharing and learning purposes only, and does not constitute any investment advice!