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- AI Demand Lifts PCB Earnings and High-End Capacity Expansion
A review of 2026 third-quarter earnings by 财联社 shows that AI servers, high-speed switches, optical modules and IC substrates are driving stronger demand for high-layer-count, high-frequency and high-order HDI PCBs. Several PCB companies reported strong profit growth and fuller production lines, while manufacturers are expanding capacity to serve AI-related orders. The report also notes tight upstream material supply, equipment lead times and cost pressures that may constrain the pace of capacity releases.
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