NuAxiSemiconductor trade intelligence
PCB giant Zhen Ding targets 2028 for 50% AI business revenue share
What happened
PCB maker Zhen Ding Technology targets a 50% AI business revenue share by 2028 (a target, per the title). The body states that strong seasonal demand for mobile communications products and robust demand for high-end AI applications drove its third-quarter 2026 revenue to a record high; rising shipments of high-end products and an optimized product mix also lifted gross margin 5.7 percentage points year-over-year to a record 27.7%.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
AI businessmobile communications productshigh-end AI applications
Zhen Ding Technology
AI business revenue share2028 targetrecord revenuegross marginQ3 2026
Source and time
Source: DigiTimes Asia · 11/11/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders