Rebound Vanguard? Price Increase Logic Strong! Brief Analysis of High-End PCB Industry Chain Investment Logic

English summary

### Rebound Vanguard? Price Increase Logic Strong! Brief Analysis of High-End PCB Industry Chain Investment Logic

Time: 2026-07-29 13:18:59

Content: Recently, as overseas tech stocks fell sharply, the A-share PCB sector showed signs of stabilization after pulling back to the annual line. Core links such as electronic fiberglass cloth, copper clad laminate, high multilayer boards, high-order HDI boards, and PCB equipment simultaneously received capital attention. The underlying driving force of the PCB market comes from the generational upgrade of AI servers and high-speed communication equipment, directly igniting the demand explosion for high-frequency, high-speed, high multilayer, and high-density interconnect PCBs. CCTV Finance's on-site investigation disclosed that the supply-demand gap in high-end PCB is currently widening, prices of some categories have risen significantly, and leading manufacturers' core orders have been locked until 2027. Industry authoritative estimates show that global AI server shipments will exceed 2 million units in 2026, high-end PCB demand YoY growth exceeds 110%, and the PCB value per AI server is nearly 10 times that of ordinary servers.