The wave of AI construction is heating up, and the growth of servers is expected to accelerate.

The wave of AI construction is heating up, and the growth of servers is expected to accelerate. PCB is an important component of the server and a key material for the operation of the server. The substantial growth in server shipments has also rapidly expanded the server PCB market, making it the downstream market segment with the fastest compound growth rate in the PCB market.

Compared with ordinary servers, AI servers have higher requirements for data transmission speed and efficiency. The number of layers ranges from 20 to 28, and the copper clad laminate is made of traditional FR-4 and M6-M8 materials. According to relevant calculations, the value of the AI server PCB is about three times that of ordinary servers. 

The agency pointed out that the prosperity of the PCB industry is expected to gradually pick up in the second quarter of 2023. In the second half of the year, as inflation slows down and economic and consumer demand resumes growth, the PCB industry is expected to resume growth. It is optimistic about upstream PCB equipment and consumables and so on.