半导体与PCB已密不可分

Core Viewpoint - The article emphasizes the evolving role of PCB (Printed Circuit Board) in the semiconductor industry, highlighting its critical importance in supporting high-performance applications, particularly in AI, as chip complexity increases and 3D packaging becomes more prevalent [2][3]. Group 1: Industry Trends - The global computing power is projected to grow from 615 exaFLOPS in 2021 to 56 zettaFLOPS by 2030, reflecting a compound annual growth rate of 65.1%, indicating that computing power is becoming a core driver of industry development [3]. - The PCB industry, previously viewed as low-tier, now accounts for 35% of the global market share, with Taiwan's production at only 11.9%, showcasing a significant achievement in a previously overlooked sector [4]. Group 2: Company Developments - 臻鼎-KY showcased advanced technologies at SEMICON Taiwan 2025, including 28-layer high-end substrates and large substrates designed for AI servers, marking its transition from a PCB leader to a key player in the semiconductor supply chain [2]. - The company aims to maintain a technological edge over competitors in mainland China, focusing on high-end products and aligning with international standards and customer demands [4].