AI PCB需求爆发，推动设备、耗材高景气

Core Viewpoint - The demand for printed circuit boards (PCBs) is surging due to the accelerated construction of AI computing infrastructure, leading to significant growth in the value of high-layer boards, high-density interconnect boards (HDI boards), and IC substrates [1] Group 1: Industry Trends - The investment amount for leading PCB companies in China is expected to reach 41.9 billion yuan by 2025-2026 [1] - AI servers have higher requirements for PCB usage, density, and performance, which increases the precision demands on related equipment [1] Group 2: Opportunities for Domestic Manufacturers - Domestic PCB equipment manufacturers are likely to seize the opportunity presented by the AI PCB boom, accelerating the validation of emerging technologies [1] - There is an expectation for an increase in domestic market share and value enhancement for PCB equipment manufacturers [1] Group 3: Recommended Focus Areas - Companies involved in laser, vision, and inspection technologies related to AI PCB equipment are suggested for attention [1]