The explosion of AI computing infrastructure is driving the restructuring of the entire PCB industry chain. Let's review the key players along this industry line.

The foundational layer is copper-clad laminate manufacturing. Shengyi Technology, Jin'an Guoji, Nanya New Materials, Huazheng New Materials, and Hongchang Electronics are the core players—they directly supply the essential substrates for AI servers, and their technological barriers are the highest.

Moving upstream, high-frequency high-speed copper foil is the lifeline of signal transmission. Copper Crown Copper Foil, Defu Technology, Nord Shares, Yihao New Materials, Jiayuan Technology, and Zhongyi Technology are all competing in this track. Especially copper foils of HVLP4 and above levels have become essential for AI servers.

Special resins and fiberglass cloth serve bonding functions. Dongcai Technology, Shengquan Group, and Hongchang Electronics supply resins, while International Composites is responsible for fiberglass cloth—these two are the supporting framework for copper-clad laminates.

Don't overlook supporting consumables; PCB drill bits may seem like small items but have huge demand. Dingtai Gaoke and Zhongwutong High-tech are the main suppliers. As AI server PCBs have more layers, tougher materials, and increased processing difficulty, drill bit consumption has directly multiplied several times. This is why orders from manufacturing companies are surging.