Taiwan’s leading printed circuit board manufacturer, Zhen Ding Technology, is gearing up for a strong upswing in growth starting in the second quarter as major customers increase production tied to next-generation platforms.
The company expects its performance to improve quarter by quarter, fueled by rising demand across several key product lines. Zhen Ding says its server-related business and optical communications segment are positioned for steady sequential expansion as customers push forward with new hardware rollouts and higher volume requirements.
Another major driver is the company’s IC substrate division, which is forecast to benefit directly from sustained AI computing demand. As AI workloads continue to scale across data centers and advanced computing systems, Zhen Ding expects this segment to deliver sequential growth, supported by the broader industry shift toward more powerful processing platforms that require high-performance packaging and interconnect solutions.
With these tailwinds building through 2025, Zhen Ding believes it is on track to enter a new stage of faster expansion in 2026. The company’s outlook reflects growing confidence that AI-driven infrastructure upgrades, combined with next-generation platform launches, will translate into stronger orders and improving momentum across its core businesses.
