The shortage on the demand side is directly transmitted to the upstream consumables and equipment market. According to a research report by securities firms, the number of PCB layers in AI servers has doubled, and the usage of circuit ink and solder mask ink has increased synchronously; At the same time, the unit price of high-speed and high-frequency ink that is compatible with computing power boards far exceeds that of traditional ink, significantly expanding profit margins. The industry has officially entered a dual dividend cycle of "rising usage and single product premium". CurrentCopper Clad Laminate、 The supply of PCB special ink continues to be tight, and the shortage of raw materials further drives up the demand for expansion. Major PCB factories in China are concentrating on building and renovating high-end production lines, and the demand for high-precision screen printing equipment procurement is being released.

Under the imbalance of supply and demand, domestic substitution has ushered in an excellent window period. For a long time, high-end PCB screen printing ink and precision screen printing equipment have relied heavily on overseas brands, with Japanese and overseas ink manufacturers prioritizing high premium overseas computing power orders. The supply gap for domestic PCB companies continues to widen. Domestic silk screen consumables and equipment manufacturers are accelerating technological breakthroughs, independently developing high-resolution screen printing, low loss solder mask ink, and visual alignment fully automatic silk screen printing machines, gradually breaking the monopoly of overseas technology, seizing the market share of domestic high-end PCB supporting products, and redefining the market value of the track.

For practitioners in the entire industry chain of screen printing, it is currently a key node to connect with downstream PCB incremental orders and expand high-end electronic printing business. From November 18th to 20th, the 48th Asia Pacific Screen Printing Digital Printing Exhibition will be held in Zone B of the Guangzhou Canton Fair Exhibition Hall. The exhibition will focus on core tracks such as electronic PCB precision screen printing, high-end printing equipment, and special electronic ink, gathering a large number of PCB manufacturers, electronic circuit purchasers, and screen printing equipment manufacturers from across the country, and building a professional business platform for precise upstream and downstream docking.

At the exhibition, new products such as fully automatic precision screen printing equipment, high-frequency solder mask ink, and high tension precision screen mesh that are compatible with AI advanced PCBs will be showcased. At the same time, industry technology forums will be held to explain core issues such as PCB screen printing process innovation under AI computing power, domestic substitution landing, and production line upgrade solutions. Whether it's silk screen equipment manufacturers, ink consumables companies, or PCB processing factories, they can all connect with high-quality upstream and downstream resources here and seize the long-term industry dividends brought by AI computing power.

Industry experts predict that the global trend of AI server shipment growth will continue for at least several years, and the wave of high-end PCB expansion will not subside in the short term. As an irreplaceable core process in PCB manufacturing, screen printing has long-term certainty in the incremental market. Industry enterprises need to accelerate technological upgrades, lay out high-precision and high-frequency high-speed screen printing solutions, use industry exhibitions to connect supply and demand links, and seize this new industry opportunity driven by AI computing power.