Taiwan’s printed circuit board (PCB) industry is experiencing a significant boom, driven by demand for AI servers and high-end IC substrates. Zhizheng (志聖), a key player in the sector, has seen its profits nearly double, capitalizing on this surge. Competition is intensifying as companies, including Dongjie (東捷), are forming teams to secure crucial AI equipment. This “trillion-dollar battle” within the PCB sector highlights Taiwan’s central role in the global AI supply chain. The demand is focusing on high-end PCB and IC carrier boards essential for AI applications. Companies are investing heavily to meet the growing needs of this rapidly expanding market. This competition demonstrates the strategic importance of this segment in the broader technology landscape, further solidifying Taiwan’s position.

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