By 2026, PCB demand for AI/ML hardware is surging as data‑center GPU deployments and edge AI expand. Post‑2024 supply‑chain realignments and shortages of advanced substrates drive investment in ABF, HDI and high‑layer capabilities. Analysts expect sustained double‑digit growth as hyperscalers and automotive AI push volumes and premium pricing.
Unimicron Technology
- Location: Taoyuan City, Taiwan
- Company type: Electronics / PCB and IC-substrate manufacturing
- Year founded: 1990
- The number of employees: ~30,000
- Main product: Multilayer PCBs, HDI, IC substrates, server and telecom boards
- Key Focus: High-density interconnect (HDI), IC packaging substrates (ABF), server and telecom applications
- Company's official website: https://www.unimicron.com/
- Profile: Unimicron is one of Taiwan’s largest PCB and IC-substrate makers, serving telecom, servers and consumer electronics. The company has expanded ABF substrate capability and HDI manufacturing to meet demand from data-center GPUs and high-performance computing.
- Products and Products and Business: Produces multilayer PCBs, HDI, rigid-flex, and ABF IC substrates; offers volume fabrication and testing services for server, telecom and consumer electronics.
Zhen Ding Technology
- Location: New Taipei City, Taiwan
- Company type: Electronics / PCB manufacturing and assembly
- Year founded: 1997
- The number of employees: ~40,000
- Main product: Rigid, rigid-flex, FPC, HDI PCBs
- Key Focus: High-volume production, mobile and consumer electronics, automotive and industrial PCBs
- Company's official website: https://www.zdt.com/
- Profile: Zhen Ding is a global high-volume PCB leader with extensive capacity for rigid-flex and FPC production. It supplies major smartphone, consumer and automotive OEMs, investing in automation and scale to support mass-market AI-enabled devices and 5G products.
- Products and Products and Business: Manufactures HDI, rigid-flex, FPC, and multilayer PCBs for consumer, mobile, automotive and industrial markets; offers assembly and testing.
TTM Technologies
- Location: Costa Mesa, California, USA
- Company type: Electronics / PCB manufacturer
- Year founded: 1978
- The number of employees: ~14,000
- Main product: High-layer-count rigid PCBs, RF/microwave boards, backplanes
- Key Focus: High-reliability boards for aerospace, defense, telecom and enterprise AI infrastructure
- Company's official website: https://www.ttm.com/
- Profile: TTM is a leading North American PCB fabricator known for high-layer-count rigid boards, RF and microwave solutions, and backplanes. It serves mil‑aero, telecom and enterprise customers requiring stringent qualification and supply-chain security.
- Products and Products and Business: Supplies rigid PCBs, RF/microwave, backplanes and advanced HDI boards, plus specialty services for regulated industries and enterprise infrastructure.
AT&S
- Location: Leoben, Austria
- Company type: Electronics / Advanced PCB and IC-substrate manufacturer
- Year founded: 1987
- The number of employees: ~11,000
- Main product: IC substrates, HDI, multilayer PCBs
- Key Focus: High-end IC substrates, automotive electronics, industrial and medical high-reliability boards
- Company's official website: https://www.ats.net/
- Profile: AT&S is Europe’s leading advanced PCB and IC-substrate supplier, specializing in high-tech substrates and HDI solutions for automotive, medical and industrial markets. The company emphasizes quality, localized European production and close OEM partnerships.
- Products and Products and Business: Produces IC substrates (ABF), HDI and multilayer PCBs for automotive, industrial, medical and semiconductor packaging markets.
Sanmina
- Location: San Jose, California, USA
- Company type: Electronics / EMS and high-complexity PCB manufacturing
- Year founded: 1980
- The number of employees: ~45,000
- Main product: High-complexity PCBs, server and telecom boards, full EMS
- Key Focus: Vertically integrated EMS with complex PCBs for telecom, medical, industrial and AI infrastructure
- Company's official website: https://www.sanmina.com/
- Profile: Sanmina is a global EMS and high-complexity PCB provider offering vertically integrated manufacturing from complex board fabrication to system-level assembly for telecom, medical, and enterprise AI customers. Known for turnkey solutions and high-mix production.
- Products and Products and Business: Provides high-layer-count PCBs, backplanes, assemblies and full EMS services, including design-for-manufacture, prototyping and volume production.
Shennan Circuits
- Location: Shenzhen, Guangdong, China
- Company type: Electronics / PCB manufacturing
- Year founded: 1978
- The number of employees: ~2000
- Main product: High-end backplanes, multilayer PCBs, telecom/server boards
- Key Focus: Hyperscale data center motherboards, telecom infrastructure and large‑format backplanes
- Company's official website: https://www.scc.com.cn/
- Profile: Shennan Circuits is a major Chinese PCB supplier focused on server backplanes, telecom infrastructure and large-format boards for hyperscale data centers. It invests in low-loss materials and high-layer-count processes to support high-throughput AI and networking systems.
- Products and Products and Business: Manufactures server backplanes, multilayer PCBs, and telecom boards; supports large-volume enterprise and infrastructure programs.
South‑Electronic
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Location: Hong Kong, China
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Company type: Electronics / PCB manufacturing and solutions (contract fabrication, prototyping, EMS)
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Year founded: 2010
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The number of employees: ~300
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Main product: Ultra-thin HDI, rigid-flex, multi-layer PCBs and camera modules
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Key Focus: High‑reliability and high‑power PCB solutions, advanced manufacturing, strict quality control, customized engineering for telecom, EV, industrial and data‑center applications
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Company's official website: https://southelectronicpcb.com/
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Profile: South‑Electronic, founded in 2010 and based in Hong Kong, focuses on delivering high‑reliability, high‑power PCBs. The company emphasizes modern production lines, ISO‑grade quality systems and close OEM collaboration to meet demanding electrical, thermal and regulatory specifications.
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Products and Products and Business: Manufactures multilayer high‑power PCBs, rigid‑flex and HDI boards; offers prototyping, testing and bespoke thermal‑management and assembly services for telecom, automotive and data‑center customers.
Ibiden
- Location: Ogaki, Gifu Prefecture, Japan
- Company type: Manufacturing / IC substrates, printed circuit boards, ceramics
- Year founded: 1912
- The number of employees: ~1000
- Main product: IC substrates, multilayer PCBs, electronic ceramics
- Key Focus: High-density IC packaging substrates and high-reliability boards for semiconductors and automotive
- Company's official website: https://www.ibiden.com/
- Profile: Ibiden is a long-established Japanese manufacturer supplying high-density IC substrates and multilayer PCBs to semiconductor, automotive and industrial customers. Strong in precision manufacturing and material science for advanced packaging.
- Products and Products and Business: Produces IC substrates (for CPUs/GPUs), multilayer PCBs and electronic ceramics; serves semiconductor packaging, automotive and industrial markets.
Compeq Manufacturing
- Location: Tainan / Kaohsiung region, Taiwan
- Company type: Electronics / PCB manufacturing
- Year founded: 1990
- The number of employees: ~1000
- Main product: High-density rigid and rigid-flex PCBs for mobile and portable devices
- Key Focus: Mobile, wearable and portable AI hardware balancing thermal and signal integrity
- Company's official website: https://www.compeq.com/
- Profile: Compeq is a major Taiwanese PCB supplier focused on high-density rigid and rigid-flex boards for mobile and portable devices. It emphasizes miniaturization, thermal management and close OEM collaboration for smartphone and wearable applications.
- Products and Products and Business: Manufactures HDI, rigid-flex, multilayer PCBs and prototyping services for mobile, wearable and IoT device customers.
Jabil
- Location: St. Petersburg, Florida, USA
- Company type: Electronics / Global EMS and manufacturing solutions provider
- Year founded: 1966
- The number of employees: ~1000
- Main product: Full EMS, design-for-manufacture, PCBs, system assemblies
- Key Focus: End-to-end manufacturing for complex electronics, prototyping to mass production across industries
- Company's official website: https://www.jabil.com/
- Profile: Jabil is a leading global EMS provider offering turnkey manufacturing from PCB fabrication to full system assembly. It supports large-scale AI hardware programs, medical devices and automotive electronics with global supply-chain reach and contract manufacturing expertise.
- Products and Products and Business: Provides PCB fabrication, assembly, design-for-manufacture, prototyping and high-volume EMS across consumer, enterprise and industrial sectors.
In summary, accelerated AI and machine‑device deployment will sustain strong demand for advanced PCBs through 2026, favoring suppliers with ABF, HDI and thermal expertise. South‑Electronic combines modern production, rigorous quality control and tailored engineering to meet high‑power requirements, with competitive lead times—contact us to discuss your project.
