Zhen Ding Technology 結果共6筆

臻鼎科技（Zhen Ding Technology）已連續八年蟬聯全球營收最大的印刷電路板（PCB）製造商。這家2006年從鴻海（Foxconn）分拆獨立的公司，如今正從行動電子領域轉向AI基礎建設的核心，規劃於2026至2027年間投入逾新台幣1,000億元（約31.6億美元）資本支出，並有十座新廠同步興建中。

Zhen Ding Technology has been the world’s largest printed circuit board manufacturer by revenue for eight consecutive years. Originally spun out of Foxconn in 2006, the company is now pivoting from mobile electronics into the heart of AI infrastructure, with over NT$100 billion (US$3.16 billion) in capex planned across 2026–2027 and ten new factories under construction.

While AI hardware headlines focus on GPU chips and server assemblers, deeper in the stack a quieter crisis is unfolding. Circuit board and materials manufacturers are facing their tightest supply conditions in years, and the constraints are rippling through the entire AI hardware ecosystem. For Q2 2026, the picture is one of surging demand, record investment, and persistent shortages that will take years to resolve.

Few companies in Taiwan’s technology ecosystem have reinvented themselves as thoroughly as Zhen Ding Technology. Originally established in 2006 as Foxconn Advanced Technology, a subsidiary making flexible circuits for consumer electronics, the company rebranded in 2011 and grew into the world’s largest PCB manufacturer by revenue, a title it has held for eight consecutive years. Today, with full-year 2025 revenue of NT$182.5 billion (US$5.8 billion) and over NT$50 billion committed to new factories, Zhen Ding is placing its biggest bet yet: that the AI infrastructure boom will transform its business as profoundly as the smartphone revolution did a generation ago.

The AI infrastructure story has mostly been told through the lens of advanced chips and the foundries that produce them. But there is another layer of the supply chain, often overlooked, that determines whether any of these systems actually work. Signals must be transmitted. Power must be delivered across increasingly complex architectures. And the companies solving these high-density interconnect challenges are increasingly headquartered in Taiwan.

The global flexible printed circuit industry is set to grow to $20.08 billion by 2025, driven by tech advancements. Taiwan’s Zhen Ding Technology leads the market.