Recently, the PCB (Printed Circuit Board) industry has been bustling with activity. Just recently, the PCB New Technology and Industry Innovation Forum held in Shenzhen sent out strong signals: driven by the AI wave, the Chinese PCB market is making significant strides towards a phase of technological dominance. Meanwhile, many PCB companies are expanding overseas, … Read more
With the rapid development of the PCB industry, PCBs are gradually moving towards high-precision fine lines, small apertures, and high aspect ratios (6:1-10:1). The copper requirement for holes is 20-25μm, and for boards with DF line spacing ≤ 4 mil, most PCB manufacturers face plating adhesion issues. Adhesion can cause direct short circuits, affecting the … Read more
#New Opportunities in the Computing Hardware Sector: Analyzing the Potential of Subfields like CPO, Copper Cables, and PCBs Currently, with the rapid development of artificial intelligence technology, the demand for computing power is experiencing explosive growth. Against this backdrop, the hardware industry related to computing power is also welcoming unprecedented development opportunities. This article will … Read more
A few days ago, I wrote an article summarizing the performance window for mid-year reports in the PCB sector. Here, I will supplement some additional stocks. 1. High-end Substrates and Copper Foil 1. Jin’an Guoji: Domestic replacement of high-frequency and high-speed copper-clad laminates, certified by NVIDIA AI servers. 2. Shengyi Technology: Among the top five … Read more
Core Competitiveness of Flexible Response and Fast Delivery“Click the blue text to follow us”2023 PCBA (Printed Circuit Board Assembly) is a core aspect of modern electronic manufacturing, and its quality directly affects the performance and reliability of the final product. In the PCBA production process, the pre-production review is a crucial preparatory work that not … Read more
[Image][Image]Introduction: PCB is a fundamental electronic material in PCBA processing, and any PCBA processing cannot be separated from PCB. How should PCBA circuit boards be accepted, and what acceptance standards need to be noted? How are these acceptance standards assessed? This article covers the basics of IPC-A-610, the operation of electronic components, component installation, basic … Read more
Core Competitiveness of Flexible Response and Fast Delivery“Click the blue text to follow us”2023 In the manufacturing process of PCBA (Printed Circuit Board Assembly), material substitution is a critical step that directly affects the performance, quality, and reliability of the final product. Taking Hengtian Yi Electronics Co., Ltd. as an example, it has accumulated rich … Read more
During visual inspection (non-sectioning), voids in the copper layer and coating layer of the hole (void) are common defects. Voids identified during visual inspection refer to areas exposing the substrate material, while voids identified through section analysis refer to areas below the minimum thickness specification, indicating a fundamental difference between the two. Different grades of … Read more
In 2024,the AI large model drives an explosion in the server market, benefiting not only NVIDIA and Inspur, but also high-end circuit board companies that serve as the “neural hubs” for servers, are quietly entering a spotlight moment. Today, we will deeply explore Guanghe Technology (001389), which has a small market value but excellent fundamentals. … Read more
Click the blue textFollow us As Tesla’s Robotaxi is about to hit the road and your smartphone AI assistant becomes increasingly “intelligent”, the circuit boards behind them are undergoing a technological revolution. Since 2025, the PCB industry has welcomed multiple favorable developments, from AI data centers to new energy vehicles, from foldable phones to robots, … Read more