AI硬件升级推动高端PCB需求激增 行业头部厂商扩产忙

Group 1 - The PCB industry is experiencing a significant improvement in market conditions compared to the same period last year, particularly in high-end products [1] - There is a strong demand for high-layer boards and advanced HDI PCB types, driven by hardware upgrades in AI servers and high-speed switches, leading to price increases [1] - Major manufacturers like Dongshan Precision and Huitian Co. are focusing their new production capacity on high-end PCB products due to a supply-demand gap in the short term [1] Group 2 - The BT substrate market is seeing a recovery in demand, with full orders and price increases reported by industry executives [1] - Zhuhai's new factory is expected to continuously increase the proportion of advanced products in its output, according to a representative from Zhongjing Electronics [1]