Definition/Explanation
HDI (High Density Interconnect) technology is a key process used in printed circuit boards (PCBs) to achieve higher wiring density and smaller size. It is widely used in high-end electronic products such as smartphones, AI servers, and wearable devices.
Key facts and trends
HDI boards significantly increase the number of connection points per unit area through technologies such as micropores and blind buried holes, supporting more complex electronic function integration.
With the surge in demand for AI computing power, the demand for HDI boards from AI servers continues to rise. Guangfa Securities analysis points out that the value of PCB required for GB200 single GPU is expected to significantly increase, driving HDI to become one of the fastest-growing sub sectors.
Multiple manufacturers have provided feedback that HDI orders have been full since 2024, and production capacity is approaching full capacity. Some have started screening orders to optimize the structure.