Anchoring High-End Tracks, Leading PCB Manufacturers Sound the Horn for Expansion
The printed circuit board (PCB) industry is experiencing a surge in demand and prices, driven by the need for high-performance components for AI servers. Raw material costs are rising, leading to increased PCB prices, particularly for high-frequency and high-speed products used in AI computing. In response to this tight supply, leading domestic PCB manufacturers are expanding production capacity, with significant investments focused on AI servers, high-frequency/high-speed boards, and packaging substrates. AI
IMPACT Accelerates the supply chain for AI hardware, potentially lowering costs and increasing availability of critical components for AI infrastructure.