The Allure of AI Computing Power

1. Growing Demand for High-end Products: The construction of AI computing infrastructure has driven the rapid growth of demand for servers and switches. Meanwhile, AI has kicked off a new cycle of innovation in consumer electronic terminals, both of which have led to a surging demand for high-end PCB products such as HDI boards and high-layer PCBs.

2. Technological Upgrading: The PCB industry chain is upgrading toward high-layer PCBs and low power consumption to meet the needs of a new generation of electronic products. High-layer PCBs can achieve higher circuit density and better signal integrity, while low-power PCB technology helps reduce the energy consumption of electronic devices.

3. Market Growth Forecast: According to the research data from Sullivan, the global sales revenue of the PCB market is expected to reach 93.7 billion US dollars by 2029, and that of the high-layer PCB market will hit 171 billion US dollars. The proportion of high-end HDI PCB market in the global HDI PCB market will rise from 47.0% in 2024 to 57.0% in 2029.

4. Advances in Material Technology: To meet the requirements of high frequency and high speed, low signal loss and high heat dissipation performance, high-speed PCBs have started to adopt low-profile copper foils. For instance, both MidLoss and LowLoss materials use Reverse Treat Foil (RTF) as their standard copper foil.

5. Corporate Investment and Layout: Faced with the rapid growth of market demand, PCB manufacturers have launched investment and capacity expansion initiatives one after another, and accelerated their market layout in Southeast Asia to cope with changes in the international trade environment and reduce production costs.

In conclusion, the development of AI computing power is driving the PCB market toward high-end, technological upgrading and globalized layout. With the widespread application of new technologies such as 5G, artificial intelligence and the Internet of Things, the PCB industry is expected to embrace broader development prospects.