Research on PCB Equipment End Marking

Against the backdrop of the global semiconductor industry chain restructuring and the explosive demand for AI computing power, Chinese semiconductor equipment companies are experiencing unprecedented development opportunities. **Xingqi Microelectronics (688630)** and Dongwei Technology (688700)**, as leading companies in the domestic PCB equipment and electroplating equipment fields, are attracting significant market attention regarding their future development … Read more

2025 Market Outlook for the PCB Equipment Industry in China

2025 Market Outlook for the PCB Equipment Industry in China

[Image] PCB equipment is the cornerstone of modern electronic industry, and its precision, stability, and level of automation directly determine the quality, performance, and cost of electronic products. In recent years, the PCB equipment industry in China has developed rapidly, especially driven by the demand from AI servers and new energy vehicles, leading to a … Read more

The Rise of Domestic Computing Power: PCB Equipment as the Fastest Cash Cow

The Rise of Domestic Computing Power: PCB Equipment as the Fastest Cash Cow

Introduction The Ascend roadmap and domestic HBM are likely to boost the market share of domestic computing chips. To expand chip production, equipment must be prioritized; among front-end, packaging, and advanced packaging, the first to realize returns and the most stable cash flow remains PCB equipment. Overview of Semiconductor Equipment Front-end: Etching and thin film … Read more

AI Computing Power Ignites a Revolution in PCB Equipment: The Path of ChipMOS Technology’s Direct Write Lithography

AI Computing Power Ignites a Revolution in PCB Equipment: The Path of ChipMOS Technology's Direct Write Lithography

>> Behind a server PCB worth 12,000 yuan lies a hidden story of breakthroughs in domestic high-end manufacturing equipment. The global PCB industry is undergoing a technological revolution driven by AI computing power. In 2024, the total global PCB output value is expected to reach $73.346 billion, a year-on-year increase of 5.8%, with the market … Read more