The demand for faster AI servers is driving significant investment in the Taiwanese printed circuit board (PCB) industry. Jinju, a key player, is reportedly investing billions of New Taiwan dollars into the production of AI-related copper foil. Simultaneously, Fujio, a manufacturer of fiberglass cloth essential for PCBs, has seen its profit margins exceed 50%. This surge in profitability is directly linked to the increased demand spurred by the AI boom. The competition within the PCB sector is intensifying as companies vie for position in this rapidly expanding market. Experts predict continued growth in this area, fueled by the ongoing evolution of AI technology and server capabilities. This investment signals a strategic move by Taiwanese companies to capitalize on the global AI infrastructure buildout.

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