Google’s Ironwood Chip Ignites the PCB Industry, Zhongfu Circuit’s Thailand Factory to Mass Produce Delta Orders in Q4 On November 7, 2025, Google suddenly announced the seventh-generation TPU chip Ironwood, with a single-chip liquid cooling component priced at $49,860, while the PCB boards carrying these chips are valued at 30 times that of traditional products. … Read more
Currently, the PCB equipment market is undergoing a third round of capital expenditure expansion driven by the demand for AI computing power. Companies are experiencing a dual-track development trend of “high-endization + regional restructuring.” The specific trends are as follows: 1. The pace of capacity expansion has significantly accelerated. In the first three quarters of … Read more
With the global supply chain restructuring and the advancement of Apple’s global production strategy, fourteen core PCB (Printed Circuit Board) suppliers for Apple are accelerating their expansion in Southeast Asia, forming a capacity network centered around Thailand and Vietnam, covering regions such as Malaysia. These manufacturers encompass a full range of products including rigid boards … Read more
Recently, Ventec International Group, a global leader in PCB substrate supply, officially announced an investment of approximately $17 million to establish a new PCB material manufacturing plant in Ayutthaya, Thailand. This move not only demonstrates Ventec’s strong confidence in the Southeast Asian market but also aligns with the accelerating development trend of the regional electronics … 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
PCB Network City News This article is an original piece from the “Focus” section of the November 2022 issue of “Printed Circuit News” titled “The Shift of the PCB Industry to Southeast Asia: Opportunities and Risks”. Unauthorized reproduction by any individual or organization is prohibited. For reprints, please contact us for permission. Thank you! In … Read more
Key Points Panel module manufacturers, along with ODM (Original Design Manufacturers) and OEM (Original Equipment Manufacturers), are gradually shifting the manufacturing base of mobile PC display modules from mainland China to Southeast Asia, particularly Vietnam, in response to geopolitical issues and tariff risk management strategies. Mainland China has long been the primary hub for the … Read more