Shenghong Technology: In the future, AI PCB is the most certain growth direction in the entire PCB industry.
Shenghong Technology stated during an investor site visit on April 3rd that with the accelerated evolution of universal artificial intelligence technology worldwide, the demand for artificial intelligence training and inference continues to expand. The demand for AI computing power and AI servers is rapidly increasing, resulting in a large and high-demand for PCBs. This provides strong support for the industry's future continuous growth, with AI PCBs being the most certain growth direction in the entire PCB industry.
Looking at industry development trends, signal transmission bandwidth will continue to upgrade, material grades will continuously improve, the layers and levels of high multilayer boards and advanced HDI will increase, some processes will have longer processing times and higher levels of complexity, further consuming high-end capacity and reducing effective output areas. Of course, accompanying this will be the continuous improvement of the company's product value and production capacity.
In the medium term, the supply of high-end products will continue to be relatively tight, with downstream demand readily consuming new production capacity.
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