Shengyi Technology

Headlines · 4

1. 21h
   NVIDIA Weighs PTFE for Next-Generation AI Switch Boards

   NVIDIA exhibited its latest NVLink switch board at the October OCP summit and is considering PTFE for high-speed signal transmission, PCB industry analysts told TechNews. The reported plans include introducing low-dielectric-loss PTFE into the Rubin Ultra switch board or a next-generation orthogonal midplane to reduce signal attenuation. PTFE’s low dielectric loss could support high-speed PCB design, but its poor compatibility with other materials and difficulty forming multilayer boards require a mixed-material approach; the report says PTFE alone cannot be used to make dozens-of-layers AI server boards.

   科技新报 · 🔥 6
2. 2d
   Shengyi Technology reports sharp 2026 profit growth on AI hardware demand

   Shengyi Technology reported 2026 first-three-quarter revenue of RMB 33.208 billion, up 61.1% year over year, and attributable net profit of RMB 6.727 billion, up 175.36%. For the third quarter alone, revenue reached RMB 14.182 billion and attributable net profit RMB 3.44 billion, increases of 78.76% and 238.4%, respectively. IT之家 attributed the improvement partly to stronger AI-server demand for copper-clad laminate and PCB products, with subsidiary Shengyi Electronics focused on high-multilayer PCBs.

   IT之家 AI · 🔥 0
3. Oct 20
   Goldman Sachs sharply raises 2027-2028 global server TAM forecasts

   Goldman Sachs' global server team published a report on October 18 raising its 2027E and 2028E global server value TAM by 31% and 45% respectively, with both AI servers and general-purpose servers revised upward. According to 36Kr's account, the report treats simultaneous gains in CSP capital spending, fabless shipments and foundry capacity as confirmation that generative-AI infrastructure investment is in an upcycle. It forecasts rack-scale AI server (NVL72-equivalent) shipments of 63,000/110,000/164,000 units for 2026-28E and 8-GPU AI server shipments of 1.73 million/2.655 million/3.305 million units, alongside a buy list spanning ODMs, optical modules, CCL/PCB, cooling and upstream chips.

   36氪 人工智能 · 🔥 0
4. Oct 12
   AI-driven PCB boom lifts Kingboard unit, parent still trades at 34% discount

   An analysis republished by TMTPost (written by Jinduan) says AI compute demand has pushed copper-clad laminate (CCL) and PCB demand to a cyclical high: it states the top nine global cloud providers' combined 2026 capex exceeds US$886.7 billion, up nearly 90% year on year, and that the PCB prosperity index rose from roughly 1,000 to 4,800 in under three years. Kingboard Laminates, the CCL leader, reported H1 2026 revenue of HK$12.474 billion (+61.63%) and EBITDA up 172%, giving it a HK$158 billion market value, while parent Kingboard Holdings — holder of 61.69% — is valued at HK$64.7 billion, a discount of at least 34%. The article also flags announced expansions equal to about 70% of existing capacity and more than HK$20 billion of share sales by Kingboard shareholders and executives in 2026.

   钛媒体 · 🔥 0

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