China is the world’s largest PCB manufacturing base, with the share of high-end products increasing from 15% to 30% in recent years. In the future, the development driven by 5G, computing power, smartphones, and humanoid robots will lead to a compound growth trend in the PCB industry. Firstly, High-Density Interconnect (HDI): AI servers and smartphones … Read more
Previously, I introduced the core raw materials upstream of PCB and CCL, such as electronic fiberglass, electronic resin, copper foil, etc. I also discussed the industry situation of PCBs. I believe everyone has a certain understanding of this industry. If interested, you can refer back to the previous articles~~ Trends in Core PCB Equipment Development … Read more
Recently, the hotspots in the PCB concept have mainly focused on AI-driven industry growth, corporate expansion, and outstanding performance. Here are the specific details: AI Technology Drives Demand Growth: AI technology is pushing PCBs towards high density and refinement, with AI servers exhibiting exponential increases in performance requirements for PCB products. As the core carrier … Read more
Preliminary observations on Nvidia’s Vera Rubini PCB/HDI and CCL upgrades We believe that the design discussions for Nvidia’s Vera Rubini (US version, non-rated) Vera Rubini (VR) system are nearing their final stages. We summarize some observations regarding its PCB and Copper Clad Laminate (CCL) supply chain, as shown in Figure 1. 1. For the compute … Read more
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
(This article is organized by AI for reference only, please delete if infringing) 1. Overview of NVIDIA’s Rubin CPX New Solution Positioning: A new solution positioned between the original Rubin and Rubin Ultra, officially named Rubin NV144 CPX. Configuration: Each cabinet integrates 36 CPUs + 144 GPUs, with an additional 144 CPX dedicated inference chips. … Read more
The Key Role of Rapid Prototyping for Multi-layer PCBs in Modern Industrial Control The demand for multi-layer PCBs in industrial control systems (ICS) is growing, especially in scenarios involving automation, intelligence, and real-time monitoring. Rapid prototyping of multi-layer PCBs is a core aspect of product iteration, directly impacting project timelines and cost control. This article … Read more
In 2025, the AI server market is experiencing rapid growth, and behind this technological feast, a key “unsung hero” is emerging—the AI server PCB (Printed Circuit Board). As the “nerve center” connecting core components like GPUs and CPUs, the technical level of PCBs directly determines the performance ceiling of computing systems. Recently, we engaged in … Read more
PCB (Printed Circuit Board) industry has increasingly recognized the plasma de-soldering technology due to its environmental friendliness, efficiency, and excellent uniformity. It is primarily used in processes such as desmear before hole metallization, removal of dry film/wet film residues, surface cleaning, and activation, significantly enhancing the reliability and yield of PCB products, especially for high-precision … Read more
PCBs (Printed Circuit Boards) are the core foundation of the electronic information industry, maintaining steady growth in recent years. The global output value is expected to reach approximately $73.5 billion in 2024, with mainland China accounting for 56.1%. It is projected to remain above half by 2029, with the global market size expected to exceed … Read more