Investment Logic and Core Targets in the PCB Sector
China is the world’s largest PCB manufacturing base, with the share of high-end products increasing from 15% to 30% in recent years. In the future, the development driven by 5G, computing power, smartphones, and humanoid robots will lead to a compound growth trend in the PCB industry. Firstly, High-Density Interconnect (HDI): AI servers and smartphones … Read more