PCB stands for Printed Circuit Board. As of November 2025, there are several core leading stocks in this concept, covering various subfields such as comprehensive, AI servers, and automotive electronics. Key leading stock information is as follows: 1. Pengding Holdings: A global leader in comprehensive PCBs, primarily engaged in communication boards, consumer electronics, and computer … Read more
NVIDIA’s decision to adopt smartphone-style memory chips in AI servers may lead to a doubling of server memory prices by the end of 2026 and exacerbate the global memory shortage in the electronics supply chain. On November 19, market research firm Counterpoint Research released a report stating that NVIDIA has recently decided to switch the … Read more
Time:November 19, 2025 1. The storage market continues to show upward momentum 1. Prices are rising across the board – DDR4: The supply-demand gap for 8GB and 16GB products continues, with prices accelerating upward. – DDR5: Prices remained stable in Q2, began to rise in mid-September, and nearly doubled in October. – NAND Flash: Prices … Read more
Introduction: Your Phone Contains a “Circuit Highway” When you are scrolling through short videos, playing games, working remotely, or even using navigation while driving, have you ever thought about how all these smart experiences rely on a seemingly ordinary yet crucial “board”? It is called a Printed Circuit Board (PCB), which serves as the “skeleton” … Read more
NVIDIA will release its financial report after the US stock market closes (5 AM Beijing time), which will determine whether AI computing hardware stocks can experience a strong rebound. If it does not exceed expectations, further adjustments are likely. Referring to previous articles Below are the leading stocks in NVIDIA’s segmented fields: 1. AI Server … Read more
As ChatGPT ignites a global AI boom, AI servers, as the core of computing power, are experiencing explosive growth, and the PCBs that support their operation have also become a focal point in the industry. Although they appear to be the “skeleton” of servers, standard server PCBs and AI server PCBs have already diverged significantly … Read more
As the world’s second-largest manufacturer of copper-clad laminates, Shengyi Technology holds a global market share of 13.7% in rigid copper-clad laminates, maintaining its position as the second largest for 11 consecutive years, only behind the Taiwanese company, Kingboard Laminates. Since January 2024, the market value of another PCB leader, Shenghong Technology, has increased 16 times, … Read more
1 PCB Industry: Growth Resumes in 2024, High-End Products Lead Demand GrowthPCBs are indispensable in electronic products. The primary function of printed circuit boards (PCBs) is to connect various electronic components to form predetermined circuits. PCBs serve as the substrate for loading electronic components, providing support and electrical connections, making them a fundamental necessity for … Read more
The explosion of computing power in the AI era fundamentally rewrites the technical standards for PCBs. Traditional server PCBs have only 4-6 layers, while the PCB layer count of NVIDIA’s Rubin platform has increased to over 40 layers, with some high-end products even featuring 22-layer HDI boards and 26-layer through-hole boards.More critically, material innovation is … Read more
This information is sourced from company announcements, related news, publicly available research reports, and social media networks. It does not constitute investment advice regarding the industries and stocks mentioned in the text. If there are any infringements or violations of information disclosure, please contact us for removal. 1. Development Trends of the PCB Micro Drill … Read more