A-Share Market: Analyzing the Surge in Printed Circuit Boards and Six Companies with Strong PCB and CPO Performance (Recommended for Collection)

A-Share Market: Analyzing the Surge in Printed Circuit Boards and Six Companies with Strong PCB and CPO Performance (Recommended for Collection)

PCB ConceptPCB isthe “skeleton” and “blood vessels” of electronic devices, achieving electrical connections, signal transmission, and mechanical support between electronic components through pre-designed conductive patterns. It is an essential core component of almost all electronic devices, from smartphones and computers to aerospace equipment.Trends in the PCB Concept for the Second Half of the YearIn the … Read more

The Concept of Printed Circuit Boards (PCBs) and 6 Companies That Are Still Severely Underrated!

The Concept of Printed Circuit Boards (PCBs) and 6 Companies That Are Still Severely Underrated!

The infrastructure related to AI computing power continues to maintain a high level of prosperity, becoming the core driver of the sector’s growth. With strong demand for AI servers and accelerator cards represented by NVIDIA, there has been a rapid increase in the production of key materials such as high-layer high-speed boards, high-end HDI, and … Read more

Vibration Suppression: Using External Particle Dampers to Mitigate PCB Vibrations

Vibration Suppression: Using External Particle Dampers to Mitigate PCB Vibrations

Abstract Particle damping is an effective passive vibration control method and has been a research hotspot in recent years. This paper introduces the new application of particle damping capsules on printed circuit boards (PCBs) and the development of radial basis function neural networks to accurately predict acceleration responses. The study compares this neural network’s predictions … Read more

The Comeback of a Circuit Board: Net Profit Soars by 452%?

The Comeback of a Circuit Board: Net Profit Soars by 452%?

The Comeback of a Circuit Board: Net Profit Soars by 452%? Don’t just drool over AI large models; take a look at the circuit boards they stand on—behind Shengyi Electronics’ net profit surge of 452% in the first half of the year lies a wealth story that is even “harder” than ChatGPT. “Snap!” A crisp … Read more

What is the Difference Between PCB and PCBA?

What is the Difference Between PCB and PCBA?

PCB (Printed Circuit Board) is a bare board without assembled electronic components, primarily composed of an insulating substrate and conductive copper foil, providing only electrical connections and physical support. Its manufacturing process includes design, etching, drilling, etc., without involving component soldering or testing. For example, a PCB blank for a smartphone contains only circuit patterns … Read more

Building a 190 Billion Circuit Board Empire Backed by NVIDIA

Building a 190 Billion Circuit Board Empire Backed by NVIDIA

Founder of Shenghong Technology, Chen TaoAuthor | Qiu XinhaoSource | Qiu Chujian In the era of rapid advancement in AI computing power, a company in Huizhou is rising at an astonishing speed. Shenghong Technology, a previously obscure circuit board manufacturer, has achieved a leap in market value due to its deep ties with NVIDIA—from early … Read more

Technical Article: Resistance and Resistivity of PCB Substrates

Technical Article: Resistance and Resistivity of PCB Substrates

Technical Article: Resistance and Resistivity of PCB Substrates Ningbo Turbulence Laboratory 01 Insulation Resistance, Volume Resistivity, and Surface Resistivity In engineering, materials are roughly classified into four categories based on conductivity, with PCB substrates being a typical insulating material. Insulation resistance is the resistance value exhibited by insulating materials under direct current (DC) voltage, which … Read more

Knife-Type PCB Depaneling Machine: Making PCB Depaneling Simpler and More Efficient

Knife-Type PCB Depaneling Machine: Making PCB Depaneling Simpler and More Efficient

In the field of electronic manufacturing, PCB (Printed Circuit Board) depaneling is a critical process. The quality and efficiency of depaneling directly affect the performance, production cycle, and cost control of electronic products. The knife-type depaneling machine launched by Dongguan Weisi Electronic Technology Co., Ltd. is bringing unprecedented convenience and efficiency to PCB depaneling with … Read more

Optical Communication Surges 20% in a Day! PCB Leader’s Net Profit Soars 339%, Millimeter-Wave Radar Penetration Exceeds 25%

Optical Communication Surges 20% in a Day! PCB Leader's Net Profit Soars 339%, Millimeter-Wave Radar Penetration Exceeds 25%

On August 13, 2025, an overview of the leading stocks and core stocks in the three sectors of optical communication, PCB concepts, and millimeter-wave radar, integrating technical barriers, order progress, and market performance: 🔌 1. Optical Communication Sector: Focus on 800G/1.6T Optical Modules and Material Innovations 1. Leading Optical Module Companies Zhongji Xuchuang (300308): Technical … Read more

The ‘Hard Currency’ in the Computing Power Surge! High-End PCB Prices and Volumes Rise, Leading Companies Enter Explosive Growth Phase

The 'Hard Currency' in the Computing Power Surge! High-End PCB Prices and Volumes Rise, Leading Companies Enter Explosive Growth Phase

The global AI PCB market is expected to reach $5.6 billion by 2025, with technological barriers and capacity shortages reshaping the industry landscape, as Chinese manufacturers ride the wave to the top. “GPU orders are booked until next year, and server manufacturers are scrambling for capacity,” said a production supervisor at a PCB company in … Read more