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Taiwan stocks counterattacked and rose sharply, and the PCB community rebounded strongly. Xinxing (3037) reported poor first-quarter financial results, but it was reported that Intel had entered the third-generation AI accelerator supply chain. The stock price soared to the limit today, Nanzi Electric also turned on the lights, and copper foil Substrate (CCL) manufacturers Tai Optoelectronics and Tai Yao are booming, PCB equipment stocks have successfully transformed, and Zhisheng and Mu De have rebounded.

The electrolyte in a lithium-ion battery greatly affects battery cycle performance, but the electrolyte currently used is based on a configuration system that is more than 30 years old, and it is time to update. The electrolyte recently developed by Chinese and American teams has an ultra-low lithium salt concentration, but it still has high performance and is easier to manufacture and recycle.

Taiwanese PCB manufacturers including Xinxing (3037), Huatong, Jinxiang Electronics, and Zhending are actively deploying in Thailand. Data from research institutions show that Thailand has leading competitiveness in the region with its relatively mature PCB and downstream electronics industry. In 2023, Thailand's local PCB production output value will account for approximately 3.8% of the world. As the world's major PCB manufacturers continue to expand locally, the proportion is expected to grow to 4.7% in 2025.

The U.S.-China trade war and the COVID-19 epidemic have erupted in recent years, which have subverted global supply chain thinking. Amid geopolitical considerations, many international companies have requested "Taiwan +1". Therefore, how to allocate production capacity efficiently and flexibly has become an important issue for manufacturers. subject. Currently, many packaging and testing factories are in the process of overseas expansion or have evaluation plans, with Malaysia, Singapore, and Japan as their first choices. The outside world is paying close attention to whether more supply chains such as related consumables and equipment will follow suit to expand overseas layout.

Inventories in the technology industry are gradually returning to normal levels. Low-orbit satellites, new energy vehicles, AI servers, etc. have driven a significant increase in the use of PCB printed circuit boards. The relevant supply chains are optimistic about operations next year. PCB Group's stock price also performed well today (4th). Jingpeng and Hannstar Bo both surged by more than half the limit, while Yaohua and Jianding strengthened and rose by more than 2%.

After the surge in demand for AI servers in 2022, the next wave of AI hardware imagination extends to the user end, including PCs, mobile phones, etc. Among them, AI PC will be the focus of attention after the market opens in 2024.