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The global printed circuit board (PCB) community is actively rushing to set up factories in Thailand. According to official Thai statistics, 50 factories will be put into operation locally. The industry estimates that Thailand will become one of the top four production areas as soon as 2030, currently including PCB leader Zhiding (4958), Xinxing (3037), Huatong (2313), Jinxiang Electric (2368) and other Thai factories are scheduled to gradually open production capacity in 2025.

The National Development Council announced the economic situation in June, which is December 2021. After two and a half years, the red light again means that the economic situation continues to be strong!

The International Semiconductor Industry Association (SEMI) estimates today that the total sales of global semiconductor manufacturing equipment this year will increase by 3.4% compared with 2023, reaching a new record of US$109 billion. By 2025, driven by the demand for front-end and back-end processes, total sales can Reaching a record high of US$128 billion.

According to TPCA citing research data from the Industrial Research Institute of Obstetrics, the global carrier board output value in 2023 will be approximately US$13.34 billion, a 26.7% decrease from 2022. However, driven by strong demand for AI in 2024, it will further drive the growth of high-end carrier boards. Recovery momentum. It is estimated that the global carrier board market will reach US$15.32 billion in 2024, an increase of 14.8% from 2023. At the same time, Taiwan is the largest supplier of carrier boards in the global market, accounting for approximately 32.8% of the overall output value. Among them, UNIMICRON (3037-TW) ranks among the top five suppliers.

AI PC will increase penetration in 2025, driving demand for HDI boards and new material numbers in the PCB industry, which will help increase ASP. PCB factories include Zhichao (8213), Yaohua (2367), and Jinxiang Electronics (2368) They are all actively preparing for the war, and since the PC market reaches 200 million units annually, once the replacement wave starts, the effect on quantity will be greater than that of AI servers.

Semiconductors have become an important industry actively developed by various countries. Malaysia has also used three major advantages to defeat Vietnam, India and other places to become the new semiconductor star in Southeast Asia. It is also expected to attract foreign investment and become a powerful data center in Southeast Asia.