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The concept of PCB is repeatedly active, and MacroChang Electronics hits the daily limit.
Mars Finance News: On April 14, news reports that PCB concepts are repeatedly active, with upstream materials such as electronic cloth and electronic resin continuing to lead gains. Hongchang Electronics hit the daily limit, Honghe Technology also reached the limit, both setting new historical highs. Zhongying Technology, Shudian Co., Fangbang Co., and Pengding Holdings also rose. According to industry sources, it is believed that as AI servers continue to upgrade, PCB is evolving from traditional multi-layer boards to high multi-layer and high-end HDI. In the long term, computing power will accelerate toward ASICs, and the PCB value per server motherboard for ASIC servers is significantly higher than that of GPU servers of the same generation. (Kegu Bao Report)