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AI boom sends China and Taiwan's PCB makers racing to HK for capital

DigiTimes | Sep 29, 2026 1:59 AM EDT

Global investment in AI infrastructure is expanding rapidly, driving specification upgrades across the supply chain, from AI servers to high-speed optical modules, and pushing printed circuit boards (PCBs) into a more critical role in compute upgrades. As technical complexity and product prices rise together, PCBs are quickly redefining their value in the electronics supply chain.

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