The escalating development of AI computing power infrastructure has spurred a substantial rise in demand for printed circuit boards (PCB), particularly high-layer boards, high-density interconnect (HDI) boards, and integrated circuit (IC) substrates. Domestic PCB manufacturers are actively bolstering their high-end capacities, with significant investments anticipated between 2025 and 2026. AI servers impose stringent requirements on PCB demand, density, and performance, necessitating heightened precision in related equipment, offering substantial advantages in production processes such as exposure, drilling, electroplating, and inspection. It is anticipated that domestic PCB equipment manufacturers will seize this opportunity to expedite technology validation, broaden their market share, and enhance product value. Consequently, we recommend investing in AI PCB equipment enterprises specializing in laser, vision, and inspection technologies.
