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PCB smart manufacturing layout global

PCB smart manufacturing layout global
CTIMES
October 28, 2024
Author Chen Nianshun
 

Even in the past two years after the epidemic, terminal products including electric vehicles and generative AI have continued to introduce new ones. However, due to the sluggish consumer electronics industry and rising raw material costs, for Taiwan’s PCB industry, energy conservation, carbon reduction and China+1 The sustainable strategic layout is a lingering challenge, and it is also the key to whether future output value can stabilize and grow!
 

Nowadays, generative AI is exerting a strong influence, especially the demand for AI servers is increasing day by day. Unlike traditional servers, which have always been regarded as stable projects in enterprise equipment investment, they are more predictable than consumer products. . Coupled with the recession in recent quarters, companies have adopted a cautious attitude towards capital expenditures and reduced investment in servers, which has also suppressed the revenue performance of PCBs.
 

However, compared with the decline in the traditional server market, cloud service providers (CSPs) have concentrated their resources on expanding their AI server business and maintaining certain growth momentum. And although AI servers account for less than 10% of the overall server market, their average selling price (ASP) is nearly 10 times that of ordinary servers, which still makes AI servers an important influence in increasing their output value.
 
 

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