Strong AI demand, PCB industry chain prosperity spreading

In the past week, a batch of PCB (Printed Circuit Board) industry chain companies disclosed announcements of significantly increased performance in the first quarter of 2026. This reflects that, against the backdrop of strong growth in AI demand, the prosperity of the upstream and downstream sectors of this industry chain is spreading from PCB manufacturing to upstream materials, key equipment, and other fields. “It’s really a supply shortage,” said a leading PCB company. Several industry executives interviewed by reporters believe that based on the changes in orders, prices, and capacity in the first quarter, this boom is expected to continue until the end of the year, or even into next year. Meanwhile, companies are accelerating their expansion efforts. “But as we go further, the industry will become more segmented. In the future, high-end capacity and technological capabilities will become the key dividing line for corporate competition.” (Shanghai Securities News)