Recently, a number of PCB industry chain companies disclosed their 2026 semi-annual reports, and most companies achieved relatively rapid growth in revenue and net profit. The analysis revealed that the increase in demand for AI computing power, product structure upgrades, and production capacity release have become important factors driving the growth of corporate performance. At the same time, the current PCB industry is still in the process of structural price increases, and high-end products such as high-end HDI and high-multi-layer PCBs continue to be tight in supply and demand. Looking ahead to the future market, some industry sources said that AI servers continue to be iterated and ASIC accelerators will continue to support high-end PCB demand, while the release of high-end production capacity will still take time. It is expected that the tight supply and demand pattern for high-end PCBs may continue until 2028.

Recently, a number of PCB industry chain companies disclosed their 2026 semi-annual reports, and most companies achieved relatively rapid growth in revenue and net profit. The analysis revealed that the increase in demand for AI computing power, product structure upgrades, and production capacity release have become important factors driving the growth of corporate performance. At the same time, the current PCB industry is still in the process of structural price increases, and high-end products such as high-end HDI and high-multi-layer PCBs continue to be tight in supply and demand. Looking ahead to the future market, some industry sources said that AI servers continue to be iterated and ASIC accelerators will continue to support high-end PCB demand, while the release of high-end production capacity will still take time. It is expected that the tight supply and demand pattern for high-end PCBs may continue until 2028.