Industry Research Summary on PCB Equipment and Materials
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