Taiwan firms tighten hold on AI-server PCB drilling supply chain

Flora Wang, Taipei; Levi Li, DIGITIMES Asia Friday 12 December 2025 0

Credit: DIGITIMES

Explosive AI infrastructure investment is driving a broad upgrade across the PCB value chain, pulling high-end AI server and materials demand sharply higher. PCB layer counts and CCL specifications are rising in tandem, lifting earnings for downstream...

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