Recently, the PCB (printed circuit board) sector has been active, and industry companies have generally had full orders. Driven by rising prices of raw materials such as copper wire, sheet metal, and strong demand for AI and new energy vehicles, several companies have raised the prices of related products. According to industry insiders, due to the mild recovery of consumer electronics products and the sustained demand for new energy vehicles, the demand for related PCBs such as AI servers and AI optical modules remains strong. It is expected that the market demand will remain hot in the second half of the year, and the production capacity utilization rate of related PCB manufacturers is high, attracting attention to investment opportunities.
