PCB行业“激战”AI赛道：生益电子拟募资26亿元加码高端产能，胜宏科技、东山精密也“出手”了

Core Viewpoint - The PCB industry is experiencing a significant expansion driven by the AI wave, with leading companies like Shengyi Electronics planning substantial investments in high-end production capacity to meet the growing demand for AI-related products [1][2]. Group 1: Company Actions - Shengyi Electronics announced a plan to raise up to 2.6 billion yuan through a private placement to fund the construction of an AI computing HDI production base and a smart manufacturing high-layer circuit board project [2]. - The AI computing HDI production base project has a total investment of 2.032 billion yuan, with 1 billion yuan allocated from the raised funds, aiming for an annual production capacity of 167,200 square meters [2]. - The smart manufacturing high-layer circuit board project has a total investment of 1.937 billion yuan, with 1.1 billion yuan from the raised funds, targeting an annual production capacity of 700,000 square meters [2]. Group 2: Industry Trends - The demand for HDI boards is expected to grow rapidly, with AI-related HDI boards projected to be one of the fastest-growing segments in the PCB market over the next five years [3]. - The PCB industry is becoming increasingly competitive, with major players like Shenghong Technology and Dongshan Precision also announcing expansion plans to enhance their production capabilities [4][5]. - The industry is shifting towards larger and more concentrated market structures, with leading companies leveraging technological innovation and scale expansion to strengthen their market influence [5].