AI computing power drives structural high prosperity in the PCB industry, with the entire chain ramping up high-end capacity
Demand for high-end PCBs used in AI servers and high-speed switches continues to be released, driving performance divergence in the PCB industry. Choice data shows that among 213 PCB companies, 145 posted improving performance, of which 126 saw year-on-year growth in net profit attributable to parent company shareholders, 12 turned losses into profits, and 7 narrowed their losses, while another 68 came under performance pressure. Listed companies across the industrial chain are avoiding involution in low-end capacity and actively laying out PCB capacity in the high-end computing power sector.
Body · AI translation
According to Securities Daily, as the disclosure of 2026 third-quarter reports concluded, the divergence in prosperity across the PCB (printed circuit board) industry has become more pronounced. According to statistics from the Choice financial terminal, among 213 companies in the PCB sector, 145 posted improving performance; of these, 126 saw year-on-year growth in net profit attributable to parent-company shareholders, 12 turned losses into profits, and 7 narrowed their losses; another 68 came under performance pressure, highlighting significant structural trends in the industry. He Jiyong, deputy secretary-general of the Heilongjiang Provincial Securities Economics Research Association and director of the Yanji Space Intelligence Livelihood Research Center, said in an interview with reporters that, unlike the lackluster recovery in the PCB segments for consumer electronics and traditional general industrial equipment, demand for high-end PCBs used in AI (artificial intelligence) servers and high-speed switches has continued to be released this year, driving profit growth at related companies and gradually moving the industry into a channel of structural trends. Against this backdrop, listed companies across the industrial chain are avoiding involution in low-end production capacity and actively laying out PCB production capacity in the high-end computing power sector.