Taiwan-based rigid PCB makers have enjoyed robust orders for both server boards with high layer counts and server memory module substrates as HPC servers and networking equipment are increasingly needed to support growing online services amid the coronavirus outbreak, according to industry sources.
Pandemic-driven online working, education, entertainment and video streaming needs have mounted rapidly, fueling demand for more servers and networking equipment with higher data computing and transmission capabilities, especially from China, where online services have matured, the sources said.
Many Chinese businesses now still adopt a remote-work system though allowed to resume operations following the easing of the epidemic, and firms in the service sector there are even more aggressive in migrating to online services, the sources said. This will accelerate construction of datacenters in China and the country's determination to build 5G standalone networks will also spur replacement demand for HPC servers, the sources continued.
Among Taiwanese makers, Tripod Technology and HannStar have invested significantly in developing server boards with high layer counts to tap deeper into high-end server segment. Both makers and others, including Gold Circuit Electronics, Allied Circuit and First Hi-tec Enterprise, have entered supply chains of leading cloud service provides in the US and China.
Shipments for server memory module substrates from makers including Tripod, Unimicron, Nan Ya PCB and smaller peers Dynamic Electronics and APCB have also sustained robust momentum along with mounting demand for servers.