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Shenghong Technology stated that with the rapid development of global general artificial intelligence technology, the demand for AI computing power and servers has risen, driving significant growth and increased requirements for PCBs. AI PCBs have become the most definite growth segment within the PCB industry. Industry trends include upgrades in signal transmission bandwidth, improvements in material grades, an increase in the number of layers and stages of high-multilayer boards, consumption of high-end production capacity, and a reduction in effective output area. However, the value and production capacity of products have increased. In the medium term, the supply of high-end products remains tight, and downstream demand can absorb the new production capacity.
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