Insiders from the domestic PCB industry chain report that Google has, in recent times, made a series of consecutive visits to leading domestic PCB manufacturers, such as Shenghong Technology. The purpose of these visits is to negotiate the procurement of PCBs for artificial intelligence chips. If the anticipated orders materialize, it will provide a substantial boost to the entire PCB industry chain. Google is poised to unveil its seventh-generation TPU chip, named Ironwood, in November 2025. This new chip is expected to deliver performance more than fourfold that of its predecessor. Meanwhile, Anthropic has announced plans to acquire up to 1 million of these new TPUs to power its Claude model. As a direct consequence of these developments, the stock prices of domestic PCB companies, including Dongshan Precision and Shenghong Technology, have experienced a notable surge.
