While the entire industry is shouting, “AI PCB is the next golden decade,” we are more concerned about: Is the technical threshold underestimated? Is capacity expansion overheated? Do small and medium-sized manufacturers still have opportunities? In the past week, the PCB industry chain has entered a “high-energy state”: Shengyi Electronics’ 2.6 billion yuan private placement … Read more
AI-PCB With the GB200 and GB300 ASICs experiencing explosive growth, and the upgrade of switches from 800G to 1.6T, AI-PCB is expected to see over 50% growth by 2026. Due to a sudden surge in demand, the industry capacity was fully loaded by Q1 2025, and new capacity will require 18-24 months to build, resulting … Read more
The entire market clearly indicates that as long as AI and robotics recover, the market will become much easier to navigate. As long as the risk appetite increases, the market cannot avoid AI and robotics. Therefore, focusing on AI and robotics is sufficient. In contrast, commodities are on the opposing side. The complete opposite is … Read more
Recently, Shenzhen Qiangda Circuit Co., Ltd. (abbreviated as Qiangda Circuit; stock code: 301628.SZ) released its 2025 semi-annual report, marking the first semi-annual report since Qiangda Circuit was listed on the Shenzhen Stock Exchange on October 31, 2024. The company’s performance continues to show growth, with multiple business indicators performing outstandingly. Qiangda Circuit has been deeply … Read more
1 Purpose To inspect the uniformity of the outer layer etching lines 2 Testing Conditions At room temperature 3 Testing Instruments ISO Scope® MP30Copper Thickness Tester 4 Test Preparation Take severalFR—4 copper-clad boards, the surface must be clean and free of contaminants, specifications:1/1OZ,1.2mm~1.5mm, 18″×24″ 5 Testing Steps 5.1Take1PCS test board and pass it through the … Read more
PCB Industry Research Report (2025) 1. Industry Overview and Global Position PCB (Printed Circuit Board), as the support and electrical connection carrier for electronic components, is a core foundational component of the electronic information industry, often referred to as the “heart of electronic systems.” The global PCB industry is characterized by an “Asian dominance, with … Read more
Huadian Co., Ltd. recently released its financial report for the first half of 2025 (1H25). Despite the dual disturbances of exchange rate pressure and tariff conflicts, it still demonstrated strong growth resilience and profit elasticity. 1. Performance Overview: Quarterly Profit Hits Record High, Growth Resilience Evident Huadian Co., Ltd. achieved in 1H25: – Revenue of … Read more
NVIDIA Rubin CPX Solution’s Incremental Impact Analysis on PCBs and Equipment Materials NVIDIA has introduced the Rubin CPX solution (full name: Rubin NVL144CPX cabinet) based on the existing Rubin and Rubin Ultra solutions. The core design integrates 36 CPUs and 144.6 GPUs in a traditional cabinet, with an additional 144 CPX GPU chips to handle … Read more
Development History of Jingwang Electronics In 1993, Jingwang was established in Nanshan, Shenzhen. In 2004, it entered the FPC field. In 2008, the Longchuan factory was put into production; in 2010, the MPCB factory was put into production; in 2013, the first FPC factory was put into production. In 2014, the first factory in Jiangxi … Read more
AI drives high-end upgrades, domestic manufacturers seize development opportunities 1. Industry Overview: Strongly Optimistic about the PCB Entire Industry Chain, with AI as the Core Driving Force We are long-term optimistic about the development of the PCB (Printed Circuit Board) entire industry chain, covering the PCB manufacturing process and upstream copper-clad laminates (the original text … Read more