Anchoring the high-end track, the leading PCB manufacturers are sounding the horn for expanding production.

Since the beginning of this year, the printed circuit board industry has entered a price increase cycle, showing a high prosperity situation of simultaneous increase in both quantity and price, full orders, and extended delivery times. Since May, the industry has welcomed a new round of concentrated price increases, with prices of upstream copper-clad laminates, high-end copper foils, electronic fabrics, and special resins continuing to rise, driving up PCB prices. Among them, the price increase of high-speed and high-frequency products for AI computing power is leading, with delivery times generally extending to several months. On May 19, a person in charge of a listed PCB company said in an interview with reporters, "Currently, all of our PCB products have raised prices, and the specific increase is based on the increase in upstream raw material prices." Another person in charge of a listed company said, "The company's PCB products have recently increased in price, but the magnitude is slower than the raw materials." Faced with the market situation of high-end PCBs in short supply, leading domestic PCB manufacturers have sounded the horn of expansion, with the total investment in new production capacity announced for 2026 continuing to increase, focusing on expansion in high-end areas such as AI servers, high-frequency and high-speed, and packaging substrates. The total investment plan announced by only three leading companies, Sheng Hong Technology Co., Ltd., Hush Electronics Co., Ltd., and Pendragon Holdings (Shenzhen) Co., Ltd., has already exceeded 40 billion yuan.