（文章来源：证券日报） 证券日报网讯崇达技术11月5日在互动平台回答投资者提问时表示，公司的埋阻埋容板已经实现了商业 化应用，具体应用于通信设备、工业控制、医疗仪器等领域；同时，公司控股子公司普诺威专注于IC载 板、内埋器件系列封装载板的研发与生产，拥有平面埋电阻电容、立体器件埋入等核心技术，其产品广 泛应用于消费电子、汽车电子、通讯等领域。 ...

Aspocomp Group Plc, Stock Exchange Release, November 5, 2025 at 8:00 a.m.A total of 673,682 new shares subscribed for in Aspocomp’s Directed Share Issue (stock exchange release on October 30, 2025) have been admitted to trading on Nasdaq Helsinki Ltd’s main list today, November 5, 2025. Trading code is ACG1V.The new shares will confer equal rights to the company’s existing shares from the date of registration.After the registration of the new shares, the total number of shares in the company is 7,522,922 sh ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.TTM Technologies, Inc. ( TTMI ) may not be on everyone's radar to date due to its relatively small market cap of only $7 billion, but it's actually the largest printed circuitOakoff Investments is a personal portfolio manager and a quantitative resea ...

TTM Technologies (TTMI) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since ...

崇达技术（002815.SZ）11月4日在投资者互动平台表示，公司在AI相关板材领域的新客户认证导入工作 正按计划顺利推进。我们已在泰国启动工厂建设以增强全球供应能力，并持续配合客户进行新平台的预 研及试制。关于具体的客户认证进展，因涉及商业保密原则，不便详细披露。公司会持续把握市场机 遇，致力于以先进技术实力服务全球客户。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司目前在AI相关板材领域的新客户认证导入进 度如何？ ...

Aspocomp Group Plc, Stock Exchange Release, November 3, 2025 at 4:20 p.m.The new shares subscribed for in Aspocomp Group Plc’s directed share issue have been registered with the Trade Register.A total of 673,682 new shares subscribed for in Aspocomp’s Directed Share Issue have been registered with the Finnish Trade Register on October 31, 2025. After the registration of the new shares, the total number of shares in the company is 7,522,922 shares. The new shares will confer equal rights to the company’s exi ...

Aspocomp Group Plc, Stock Exchange Release, November 3, 2025, at 9:00 a.m. (UCT+2) Release category: Other information disclosed according to the rules of the Exchange Aspocomp’s Board of Directors has approved the company’s strategy for 2026-2030 The revised strategy is focused on strengthening the company’s current market position and growth, especially in the Security, Defense and Aerospace, and Semiconductor segments, due to the increased demand. Aspocomp’s targets are: To achieve more than EUR 100 mil ...

英伟达韩国AI芯片合作项目 - 英伟达与韩国科学技术情报通信部及三星电子、现代汽车集团和SK集团达成协议，将提供超过26万颗AI芯片以启动韩国AI项目[1] - 韩国计划利用26万块英伟达最新Blackwell GPU构建AI基础设施，加速汽车、制造、半导体、通信等产业的数字化转型[1] 英伟达GPU出货与销售预期 - 英伟达预计到2026年底前，Blackwell与Rubin GPU总出货量或将达到2000万颗[1] - Blackwell与Rubin GPU将合计带来5000亿美元的GPU销售额[1] - 对比而言，上一代Hopper架构芯片在整个生命周期内仅出货了400万块[1] AI产业链投资与景气度 - 北美云服务龙头的资本开支反映了其在AI领域投资的预期，投入依旧强劲[1] - 海外龙头在AI领域的投资热情不减，产业链相关优质公司业绩也有望持续兑现[1] - 在国内外AI大模型发布的催化下，AI产业链有望延续高景气行情[1] 相关公司产品与技术布局 - 麦格米特已推出PowerShelf、BBUShelf、PowerCapacitorShelf、800V/570kWSideRack等一系列产品，可匹配英伟达 GB200/GB300、下一代Rubin架构及未来新一代技术平台[2] - 胜宏科技专业从事印制线路板研发、生产和销售，产品获得英伟达、特斯拉、AMD、英特尔等知名客户认证[2]

行业整体趋势 - AI发展浪潮驱动下，PCB作为电子设备的神经中枢，市场需求显著提升，行业进入新一轮扩产高峰 [1] - 随着AI技术普及和新能源车抢市，AI服务器和车用电子相关的PCB需求显著提升，成为产业成长重要驱动力 [4] - 2024年全球PCB市场规模约为880亿美元，预计2025年将达到968亿美元 [4] - 2024年中国PCB市场规模约为4121.1亿元，预计2025年将回暖至4333.21亿元 [4] - PCB行业市场需求提升已增厚相关公司业绩，10多家PCB产业链上市公司三季报业绩大增 [4] 公司业绩与产能扩张 - 鹏鼎控股2025年前三季度实现营业收入268.55亿元，同比增长14.34%，归母净利润24.07亿元，同比增长21.23% [1] - 鹏鼎控股报告期内资本开支达49.72亿元，同比增加近30亿元，积极推进淮安、泰国等地新产能建设 [1] - 德福科技拟新增投资10亿元，用于建设特种铜箔研发生产车间及配套设备设施 [2] - 大族数控将PCB专用设备生产改扩建项目产能规划从年产2120台提升至年产3780台 [2] - 胜宏科技持续扩充高阶HDI及高多层等高端产品产能，扩产速度行业领先 [2] 产品与技术升级 - 市场对PCB的性能、精密度提出更高要求，高多层板、高密度互连板(HDI板)、IC载板规划产值增长较快 [3] - AI算力基础设施建设提速，PCB需求爆发，AI PCB有望持续拉动PCB设备的更新和升级需求 [3] - 东山精密扩产提升高端PCB产能，以满足高速运算服务器、人工智能等新兴场景的中长期需求 [2] - 广合科技技改扩产规划主要针对数通类高端PCB产品，以支持业务发展需要 [3] 投资与市场展望 - 预计中国头部PCB公司2025-2026年将形成项目投资额419亿元 [3] - 鹏鼎控股未来几年新产能陆续释放，算力领域将成为公司发展的重要支柱 [1] - 金禄电子清远生产基地PCB扩建项目分三期建设，边建设边投产，正加快项目一期建设 [3] - PCB行业呈现重回上行期、产品高端化、东南亚建厂等特点 [3]

Aspocomp Group Plc., Inside information, Stock Exchange Release, October 30, 2025, at 9.50 p.m. (UCT+2) Aspocomp has carried out a Directed Share Issue and agreed on new long-term financing arrangement to secure growth Aspocomp Group Plc’s Board of Directors has today on October 30, 2025, carried out a directed share issue (the "Directed Share Issue"), to certain current shareholders of the Company and to a limited number of Finnish and qualified investors in deviation of the pre-emptive subscription rights ...