Overview of Core Stocks in the Upstream PCB Industry

Overview of Core Stocks in the Upstream PCB Industry

As the mother of electronic products, PCBs (Printed Circuit Boards) are currently at the forefront of domestic substitution and technological breakthroughs, particularly in copper-clad laminates and high-end copper foil. In recent years, benefiting from the booming development of computing power and the new energy vehicle industry, the entire sector has entered a period of rapid … Read more

In-Depth Analysis of the AI-PCB Industry Chain Worth Watching

In-Depth Analysis of the AI-PCB Industry Chain Worth Watching

Citi Bank has published a research report on AI-PCB, indicating that with the GB200 and GB300 combined with ASICs experiencing explosive growth, and the upgrade of switches from 800G to 1.6T, AI-PCB is expected to see over 50% growth in 2026. Due to the sudden surge in demand, the industry capacity was fully loaded by … Read more