东吴证券：AI芯片国产化+高端PCB扩产建议关注已有配套检测服务布局的龙头企业

Core Viewpoint - The report from Dongwu Securities highlights that PCBs (Printed Circuit Boards) are essential components in electronic devices, with significant applications in AI computing power, consumer electronics, and new energy vehicles. The expansion of global AI computing infrastructure and the increase in edge AI penetration will drive the demand for high-end PCBs, leading to a notable rise in the need for high-density and multi-layer PCBs, along with elevated requirements for PCB materials and structures [1] Industry Summary - PCBs are identified as core components in various high-growth sectors, including AI, consumer electronics, and new energy vehicles [1] - The demand for high-density and multi-layer PCBs is expected to increase significantly due to advancements in AI computing infrastructure and technology [1] - The evolving industry landscape will benefit third-party testing service companies, particularly those with a first-mover advantage, as they will capitalize on technological iterations and growing demand [1]