Huidu Electronics: AI chip supporting high-end PCB project to enter trial production in the second half of 2026; Thailand factory receives certification from leading global clients

(Source: Caixin)

In the revenue structure of the data communication sector, the company’s largest segment remains high-speed network switches and their associated routing PCB products, followed by PCB products for AI servers and HPC-related applications.

On March 12, Huatian Shares (002463.SZ) announced in the investor relations activity record that benefiting from strong demand for artificial intelligence and high-speed network infrastructure, and relying on a balanced product portfolio and years of experience in mid-to-high-end products and mass production technology, the company is projected to achieve approximately 18.9 billion yuan in operating revenue in 2025, a year-on-year increase of about 42%; net profit attributable to shareholders of the listed company is expected to be about 3.822 billion yuan, up approximately 47.74%; and net profit after deducting non-recurring gains and losses is expected to be about 3.761 billion yuan, an increase of approximately 47.69%.

Using the revenue structure from the 2025 semi-annual report as a reference benchmark, the company’s largest segment in the data communication field remains high-speed network switches and their associated routing PCB products, followed by PCB products for AI servers and HPC applications.

The company plans to invest about 4.3 billion yuan in Q4 2024 to build a high-end PCB expansion project supporting AI chips. Construction began in late June 2025, with trial production expected to start in the second half of 2026 and capacity gradually increasing. This project aims to meet the medium- to long-term demand for high-end PCBs driven by emerging computing scenarios such as high-speed servers and artificial intelligence. Huatian’s Thailand manufacturing base entered small-scale mass production in Q2 2025, passing strict certifications from top global clients in AI servers and switches, and obtaining formal supply qualifications. In Q4 2025, output value significantly increased quarter-on-quarter, with simultaneous improvements in product structure, production quality, and operational efficiency.