PCB drill needle price and quantity rise together

With the high prosperity and technological iteration of AI PCB, the consumption of drill needles for its production consumables has soared, leading to an increase in prices, prompting related listed companies to greatly expand production. According to interviews with multiple sources, PCB drill needles are one of the many "long tail bottlenecks" in the AI hardware industry chain, and their strategic importance is rising, with high-end drill needles currently in a channel of simultaneous increase in both quantity and price. "In the next couple of years, the supply of drill needles in the market will still be relatively tight." A person in charge of a related A-share listed company admitted to reporters that the current pace of expansion has not caught up with the strong market demand. In addition to benefiting from the growth driven by AI, overall demand in other industry chains such as automotive and communication has also increased.