Since the beginning of this year, PCB-related stocks have frequently hit daily price limits. While AI computing demand continues to drive up market demand for PCBs, it has also triggered severe supply-demand imbalances across the industry chain. As Q3 2026 financial reports are gradually disclosed, a stark contrast has emerged between PCB manufacturers and upstream material suppliers: upstream copper-clad laminate (CCL) companies such as Zhejiang WAZAM New Materials, Nanya Technology, and Kingbo
November 3, 2026
Author | Cui Yuanwei Editor | Chen Junda Xin Dongxi reported on October 28 that today, Suzhou-based PCB manufacturer Dongshan Precision was listed on the main board of the Hong Kong Stock Exchange. Its issue price was HKD 86.80 per share (approximately CNY 73.8 per share), and it opened at HKD 82.40 per share (approximately CNY 70.1 per share), breaking below the issue price at opening. As of 9:33 AM today, its stock price had fallen 4.38% from the issue price to HKD 83.00 per share (approximate
October 29, 2026
From September 14 to 15, 2026, the A-share PCB (Printed Circuit Board) sector experienced a collective surge over two consecutive trading days: Zhejiang WAZAM New Materials (WAZAM New Materials) hit the daily limit three times in seven days, Guangdong Goworld Co., Ltd (Goworld) hit it five times in seven days, and Aohong Electronics hit it three days in a row. Concepts related to CCL (Copper Clad Laminate), electronic fiberglass cloth, and copper foil all followed the rally. The sector's exubera
September 16, 2026
Recently, several A-share listed companies in the PCB industry have successively released their Q1 2026 reports. These quarterly reports collectively point to a single trend—a comprehensive surge in industry performance. However, behind the seemingly universal rise in the data, a subtle dividing line is emerging—not every company that has captured AI-related dividends is equally jubilant, and the deep-seated divergence within the industry is gradually unfolding. 01. "Divergence" Amid High Prospe
May 18, 2026
Author: Peng Cheng Currently, the global electronic information industry is experiencing severe supply chain turbulence triggered by the explosive growth of AI computing power. As the "mother of electronic products," the Printed Circuit Board (PCB) is an indispensable core foundational component for all electronic devices, and its supply chain is now facing an unprecedented supply shortage. This industry-wide supply-demand imbalance is primarily caused by the surging downstream demand for AI com
April 14, 2026
Core Insights of the Report The latest report from Prismark, based on global electronic systems, PCB (Printed Circuit Board), and substrate market data from 2025 to 2030, centers on the explosive growth of AI data centers reshaping the PCB industry. It reveals a structural shift in the market from consumer-driven to infrastructure-driven, while clarifying the development trends and core constraints across various segments, regions, and supply chain links. (I) Global Electronic Systems Market: AI
March 30, 2026
Author: Junxi In early March 2026, Japanese material giants Resonac and Mitsubishi Gas Chemical successively announced substantial price hikes of up to 30% for copper-clad laminates (CCL) and related materials. At almost the same time, domestic glass fiber leaders Guangyuan New Material and Chongqing Polycomp International Corp. (CPIC) also issued a new round of price increase notices. Prior to this, Unimicron, a major IC substrate manufacturer, had explicitly stated at its February investors' c
March 13, 2026
