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DigiTimes
China PCB makers pour billions into AI server, HPC, optical markets
Chinese PCB manufacturers are making substantial investments in AI server, high-performance computing (HPC), and optical communication markets as demand continues to rise. Companies like SMIC are isolating their AI chip revenue in response to the increasing applications of AI technologies. This development indicates a significant shift in resource allocation towards high-value technology sectors. As these manufacturers expand, they anticipate overcoming potential future challenges, such as memory shortages that could lead to a glut by 2028.
MonitorConfidence: MediumShort term horizon
Published 14 Aug 2026, 02:20 UTC1 min read
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Summary
TL;DR
- PCB makers invest billions in high-value tech sectors.
- SMIC focuses on isolating AI chip revenue.
- Increased demand for AI applications drives investments.
- Potential memory shortage could turn into a glut by 2028.
- China aims to solidify its position in global AI markets.
Interesting facts
- China is becoming a leader in video AI technology.
- Memory market dynamics may shift drastically by 2028.
Coverage gaps
- Details on specific companies involved in the investment