Zhitong Finance learned that Orient Securities issued a research report stating that cloud computing infrastructure, as the foundation of computing power, is becoming more and more important, including high-performance chips, data centers, networks and other infrastructure construction to provide sustainable computing power, applications and industrial development. guarantee of development.

According to the report, China's server shipments will reach 3.91 million units in 2021, a year-on-year increase of 11.7%. In the next few years, as demand in the downstream market picks up, it is expected to speed up the construction of new infrastructure in the seven major areas of 5G, industrial Internet, big data centers, and artificial intelligence, and the Chinese server market will continue to grow steadily. The widespread application of deep learning in the field of artificial intelligence has exponentially increased the demand for computing power.

According to the data of Qianzhan Industry Research Institute, the market size of artificial intelligence chips in my country is growing at an astonishing rate. By 2024, the market size will reach 78.5 billion yuan. General server/storage PCB requirements are mainly six to sixteen-layer boards and packaging substrates. With the development of 5G, cloud computing, AI, big data, etc., the requirements for server computing power are getting higher and higher, high-speed, large-capacity , cloud computing, and high-performance servers will become more and more demanding, and the design requirements for PCBs will also continue to upgrade, such as the number of layers, large size, high aspect ratio, high density, high-speed material applications, lead-free soldering applications, etc. . The application of PCB in high-end servers mainly includes backplanes, high-level digital line cards, HDI cards, GF cards, etc., and its characteristics are mainly reflected in the number of high-level layers, high aspect ratio, high density and high transmission rate.

In addition, the ultra-high-rise boards used in server products are too large and heavy. It will cost a lot to protect such a large precision computing board from high temperature and impact. Therefore, HDI boards are directly used to reduce the computing core into The best choice, which is expected to bring huge market demand for HDI boards.