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In-Depth | The Top 10 Publicly Listed Companies in the PCB Raw Materials Sector

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In-Depth | The Top 10 Publicly Listed Companies in the PCB Raw Materials Sector

PCB raw materials mainly include copper-clad laminates, copper foil, fiberglass cloth, resin, and ink, whose performance directly affects the electrical characteristics and reliability of PCBs, and they account for a high proportion of costs. The industry is showing a trend of being technology-intensive and accelerating domestic substitution. Ink Sector 10th: Rongda Photosensitive (300576.SZ) Main Business: … Read more

Latest Incremental Analysis of PCB and Liquid Cooling

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Latest Incremental Analysis of PCB and Liquid Cooling

Junshi Finance mainly focuses on fields such as logic circuits, software, online advertising, essential/optional consumption, etc., updating valuable information related to records and fundamentals daily. PCB & Liquid Cooling: Significant Benefits from NVIDIA’s New Architecture!🔥 After the launch of the VR200 NVL144 CPX, there are new changes in the architecture. The incremental changes in PCB … Read more

Trends in the PCB Industry Chain

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Trends in the PCB Industry Chain

1. Capacity Transfer Driven by the “China + 1” strategy, A-share PCB companies are accelerating their layout in Southeast Asia, creating dual opportunities for equipment exports and capacity expansion. Shenghong Technology plans to invest $260 million to build a high-precision PCB project in Vietnam, producing high-layer count boards and HDI boards, with an expected monthly … Read more

Top 6 Companies in Humanoid Robot PCBs

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Top 6 Companies in Humanoid Robot PCBs

Disclaimer: The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only. PCBs are known as the “mother of electronic products” and are the core carrier for circuit conduction and signal transmission in all electronic devices. Almost all upgrades of electronic terminals rely on the technological iteration of … Read more

Understanding the PCB Industry Chain (PCB Boards)

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Understanding the PCB Industry Chain (PCB Boards)

PCB Classification The PCB industry is showing a significant trend of product structure upgrading. Depending on the manufacturing process and application scenarios, PCBs can be classified into categories such as double-sided boards, HDI boards, high-frequency and high-speed boards, flexible boards (soft boards), and packaging substrates. Among these, HDI, high-frequency/high-speed boards, and multilayer boards are becoming … Read more

Introduction to PCB Electroplating Process

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Introduction to PCB Electroplating Process

Click on the arrow “China Electroplating Network” , follow us The electroplating process of printed circuit boards can be classified into: acidic bright copper plating, nickel/gold plating, and tin plating. This article introduces the technology and process flow of the electroplating process during PCB manufacturing, as well as specific operational methods. II. Process Flow: Acid … Read more

In-Depth Analysis of Founder Technology (600601): A ‘Pseudo-Leader’ in the PCB Sector? Beware of Speculative Capital!

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In-Depth Analysis of Founder Technology (600601): A 'Pseudo-Leader' in the PCB Sector? Beware of Speculative Capital!

In a mature market, there will always be bearish institutions. The U.S. has Muddy Waters, and in the future, China must have its own Muddy Waters. Without disruption, mainstream capital will succeed in every scheme it sets up. Only when more people stand up to disrupt the speculative capital’s schemes can we force the capital … Read more

Understanding the PCB Industry Chain (Copper Foil – Tongguan Copper Foil, Defu Technology)

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Understanding the PCB Industry Chain (Copper Foil - Tongguan Copper Foil, Defu Technology)

Cost Structure of Copper Foil The three core raw materials for copper-clad laminates arecopper foil, resin, and glass fiber cloth, accounting for 42%, 26%, and 19% of the cost, respectively, totaling 87%.In previous articles, we have focused ontwo of the three cores: electronic glass fiber cloth and electronic resin. The remainingcopper foil has not been … Read more

In-Depth Analysis of Investment Value in Xiehe Electronics (605258.SH)

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In-Depth Analysis of Investment Value in Xiehe Electronics (605258.SH)

Providing you with a comprehensive in-depth analysis. 🚀 In-Depth Analysis of Investment Value in Xiehe Electronics (605258) 📌 1 Company Overview and Strategic Positioning Xiehe Electronics was established in 2000 and listed on the Shanghai Stock Exchange main board in 2020. Headquartered in Changzhou, Jiangsu, it is a high-tech enterprise focused on the research, development, … Read more