Not long ago, ChatGPT's explosion ignited the demand of the whole industrial chain, which is no different from the timely help to the continuously declining market. It will also change the development process of the industrial chain and give rise to more business models and scene applications. Correspondingly, the industrial ecology will also be changed.

There is no doubt that AI technology represented by ChatGPT puts forward higher requirements for high-performance computing. With the growth of AI computing power demand, infrastructure demand such as servers is also expected to continue to grow.

Previously, PCB, as an important component of servers, is expected to usher in the expansion of the market size under the background of the substantial growth of servers, and may even become the fastest compound growth rate of the downstream market segment, and the PCB market will see a rebound.

In this regard, Yang Zhicheng pointed out that, first of all, from the existing data, the overall number of AI servers is still relatively small. The appearance of ChatGPT will certainly promote the growth of the number, but it is in the long-term time dimension. Secondly, according to the current order situation we have mastered, there is no obvious growth in the short term. AI servers mainly take up a very low proportion at present, but they will surely increase gradually in the future.

"ChatGPT is hot right now, but it remains to be seen how much hardware it really needs. Because of all the advanced technologies, advanced products, it has to be driven by the demand of the market. Just from a structural point of view, the AI-related industry chain will grow even without ChatGPT." Yang added.

is for the PCB single-machine value of AI server and the growth of materials and specifications compared with ordinary servers, Yang Zhicheng said that it was not clear for the time being, the structure would be better, and the core key factor lies in the demand and quantity of the scene. It seems that the short term may not be able to immediately bring obvious changes to the hardware, which is a gradual process of volume.