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On October 29, 2026, Yole Group released the "2026 Printed Circuit Board (PCB) Industry Report." The report shows that in 2025, the global PCB industry generated revenue of approximately US$88 billion, with an overall compound annual growth rate (CAGR) of 8.1%, but the AI-related segment achieved a CAGR of 45%–70%, while general-purpose boards were nearly stagnant. The report projects that by 2031, boards with 18 or more layers will grow at an annual rate of 15.7%, while 4–6 layer boards will grow at only 2.3%; the share of servers and data centers in PCB demand has already risen from 16% in 2020 to 25%. The report also notes that copper-clad laminates iterate once every 18–24 months; the Vera Rubin platform uses M8-grade materials, and the unit price of M9 is four times that of M7.
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Yole Report: AI Is Splitting the PCB Industry into Two Paths: High Growth and StagnationDevelopments
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Oct 29
Semiconductor Industry Observer
Yole Report: AI Is Splitting the PCB Industry into Two Paths: High Growth and Stagnation
A Yole Group report shows that in 2025 the global PCB industry's revenue was about US$88 billion, with an overall compound annual growth rate of 8.1%, but the AI-related segment's compound annual growth rate reached 45%–70%, while general-purpose boards were nearly stagnant. By 2031, circuit boards with 18 or more layers will grow at an annual rate of 15.7%, while 4–6 layer boards will grow at only 2.3%; servers and data centers' share of PCB demand has already risen from 16% in 2020 to 25%. Copper-clad laminates iterate one generation every 18–24 months; the Vera Rubin platform uses M8 laminate, and the unit price of M9 reaches four times that of M7.