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

Group 1 - The core strategy of leading PCB companies is to capitalize on the AI wave and increase high-end capacity investments [2][4] - Shengyi Electronics announced a private placement plan to raise up to 2.6 billion yuan for AI computing HDI production base and smart manufacturing high-layer circuit board projects [3][7] - The company’s stock price has increased approximately 140% year-to-date, reflecting strong market performance [2][3] Group 2 - The AI-driven demand surge is significantly expanding the market for AI servers and data centers, particularly increasing the demand for HDI boards [4] - Shengyi Electronics reported a 15.24% year-on-year increase in PCB sales area, reaching 1.4569 million square meters last year [3] - The PCB industry is experiencing intense competition, with leading companies expanding capacity and focusing on technological innovation to enhance market influence [6][5]