How Guangdong PCB Makers Are Riding the AI Computing Wave

Yangcheng Evening News reports how Guangdong printed circuit board makers are capturing the AI computing boom. At Shengyi Electronics' Dongguan workshop, inner core boards and prepregs are stacked and pressed at high temperature into multi-layer boards of dozens of layers, which then go into AI servers worldwide as the steel skeleton of the computing build-out. A company R&D head compares PCB to the bones and nerves connecting chips: AI server high-speed backplanes, UBB interconnect boards and OAM accelerator boards typically run 20 to 40 layers and sometimes more than 50, against only 12 to 16 for conventional servers. Shengyi's revenue rose from 4.687 billion yuan in 2024 to 9.494 billion in 2025 and 5.784 billion in the first half of this year, with net profit doubling, and AI computing is the strongest growth engine. The firm is investing about 1.4 billion yuan in a Dongguan intelligent computing high-layer PCB project and about 2 billion yuan in an AI computing HDI production base. Guangdong hosts roughly 51% of China's PCB makers and Dongguan's output reached 55.9 billion yuan in 2025. The Dongguan tax bureau has issued measures supporting advanced manufacturing, giving innovative firms list-based services and faster R&D super-deductions.