China's AI Boom Quadruples High-Speed PCB Prices as Orders Fill Through 2027
Updated
Updated · Xinhua · Aug 5
China's AI Boom Quadruples High-Speed PCB Prices as Orders Fill Through 2027
2 articles · Updated · Xinhua · Aug 5
Summary
High-speed PCB prices in China have more than quadrupled as AI server demand pushes top-tier boards into short supply, with some leading manufacturers already booked through 2027.
20- to 30-layer AI server boards need faster, lower-loss signal transmission, driving procurement from chips into full servers and intelligent computing centers while squeezing materials across the supply chain.
That pressure is spreading upstream: first-half prices rose 40% for tin, 60% for Indium and 158% for Tantalum as AI infrastructure construction lifted demand for industrial metals.
China's AI industry topped 1.2 trillion yuan in 2025, up 40%, and the country had more than 6,600 AI companies by June 2026, helping sustain the hardware boom.
Researchers warned aggressive capacity expansion by PCB and optical-fiber makers could backfire if large-scale AI model deployment disappoints over the next two to three years.