Benefiting from the PCB expansion trend, equipment manufacturers saw a significant increase in performance in the first quarter.

The boom in the expansion of printed circuit board enterprises is continuously translating into the business performance of equipment enterprises. On the evening of April 20th, DaZu CNC disclosed its first quarter report, with a net profit attributable to the mother of 3.23 billion yuan in the first quarter of 2026, an increase of 176.53% year-on-year. DaZu CNC explained that the main reasons for the performance growth are the strong demand for AI server PCB market-specific processing equipment and the increase in the proportion of sales of high value-added innovative equipment, leading to an improvement in core profitability. The year-on-year growth in performance in the first quarter is not uncommon among PCB equipment enterprises. Xinqi Microelectronics recently announced that it is expected to achieve an increase of approximately 100% in both operating income and net profit for the first quarter of 2026. Xinqi Microelectronics stated that in the high-end PCB race track, the AI computing power revolution and the wave of automotive electrification are driving a surge in demand for high-layer, high-density PCBs, with the company's high-end LDI equipment accurately capturing industry upgrade demand, continuing to experience strong order demand, and maintaining high utilization rates of production capacity.