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Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes

What happened

Zhen Ding Technology reported record 2025 revenue of NT$182.52B, up 6.33% YoY, driven by high-end AI server, optical communication, and IC substrate products. The company forecasts a growth surge in 2026, indicating sustained strong demand for advanced PCBs. Bullish: Signals robust and growing demand for high-performance PCBs and substrates from AI infrastructure build-out.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

PCBIC Substrate
Zhen Ding Technology
earningsdemand-growthai-hardware

Source and time

Source: DigiTimes Asia · 2/17/2026 · View original source

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