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Zheshang Securities: With AI-Driven Computing Power Equipment Upgrades, High-End PCB Demand Set for Sustained Rapid Growth
4 hour ago /
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Author：小编
Zheshang Securities' research report highlights that AI-driven computing power is reshaping the demand landscape for PCBs, reinforcing the growth prospects for high-end products. The global PCB industry is back on a growth path, with high-frequency and high-speed PCBs standing out as key performers. As AI servers transition from standalone units to cabinet-level systems, and as switches and optical modules upgrade to even higher speeds, the demand for PCBs with high layer counts, large sizes, high-density interconnects, and low signal loss continues to surge. In the context of AI-fueled computing power equipment upgrades, the demand for high-end PCBs is anticipated to maintain its rapid growth trajectory.
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