CCTV Finance: AI server PCB demand spills over to domestic machine tool makers, with orders booked through Q2 next year
10/28/2026 — 10/29, 03:22·2 sources (all)·2 reports (all)
Key takeaways
- According to CCTV Finance, demand from AI compute infrastructure for high-layer-count and advanced HDI boards is tightening PCB drilling cap…
Latest turnDemand from AI computing infrastructure for high-layer and high-order HDI boards has pushed PCB drilling machine orders at some Chinese manufacturers into the second quarter of next year, CCTV Finance reported. High-end five-axis machine tool maker Kede CNC saw new orders rise nearly 25% year over year in the first half of 2026.
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Demand from AI computing infrastructure for high-layer and high-order HDI boards has pushed PCB drilling machine orders at some Chinese manufacturers into the second quarter of next year, CCTV Finance reported. High-end five-axis machine tool maker Kede CNC saw new orders rise nearly 25% year over year in the first half of 2026.
IT之家AI score 52Nikkei Asia reports that PCBs and chip substrates have become key supply constraints for consumer electronics makers as AI demand absorbs production capacity. Executives at PC makers including HP and Dell are said to be flagging the once-mundane component as a concern while planning 2027 supply needs.
TechmemeAI score 61
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