AI PCB Boom: Equipment and Material Prices Rise Together — PCB Equipment & Material Discussion 20251101 1. Expansion Plans of Leading PCB Companies Driven by the demand for AI servers, leading PCB companies are focusing their expansion on high-end fields, while mid-to-low-end companies face weak orders. Shenghong and Founder are aggressively expanding production due to … Read more
1. Expansion Plans of Leading PCB CompaniesDriven by the demand for AI servers, leading PCB companies are focusing their expansion on high-end sectors, while mid-to-low-end companies are experiencing weak orders. Shenghong and Founder are aggressively expanding due to orders from NVIDIA’s GB200 AI servers, with equipment procurement reaching billions. Companies like Huadian, Jingwang, Dongshan Precision, … Read more
[For more macro/strategy/industry/individual stock research summaries, expert discussions, whitelist conference calls, commentary essays, etc., please join the “Senior Buyer Research” knowledge community, updated daily with over 200 entries.] 1. Drivers of HDI Demand Growth •Core Driver of Industry Cycle Upturn: The HDI industry exhibits significant cyclical order fluctuations. Before the fourth quarter of 2024, orders … Read more