Taiwan PCB Leaders Surge 15 Percent in 2025 Driven by AI and Advanced Packaging

The semiconductor landscape in 2025 has reached a significant milestone as Taiwan's top twelve printed circuit board manufacturers reported a collective annual revenue of 753.6 billion New Taiwan Dollars. This marks a robust 15 percent increase compared to the previous year, signaling a powerful recovery and expansion phase for the industry. The growth was particularly explosive in December, which saw a 28 percent year-over-year jump, reaching 71.5 billion New Taiwan Dollars in a single month.

This impressive performance is primarily fueled by three critical sectors: the booming demand for Artificial Intelligence server mainboards, the steady recovery of the large-scale package substrate market, and resilient consumer electronics demand in the personal computer and smartphone segments. Industry leader ZD Tech set a new historical record with an annual revenue of 182.5 billion New Taiwan Dollars. The company reported that its core production facilities are operating at a utilization rate between 90 to 95 percent, driven specifically by high-performance products for Artificial Intelligence and Flip Chip Chip Scale Package substrates for memory applications.

Looking ahead, capacity expansion is the top priority. ZD Tech plans to increase production of Flip Chip Chip Scale Packages in Qinhuangdao by the first half of 2026, while simultaneously scaling up operations in Thailand. These new lines will focus on Substrate-Like Printed Circuit Boards, high-end High Density Interconnect technology, and complex multi-layer boards. Similarly, Unimicron is ramping up its capital expenditure, with plans to invest approximately 34 billion New Taiwan Dollars in 2026. This investment will focus on importing advanced manufacturing equipment, launching new factory sites, and upgrading process sophistication to maintain a competitive edge in the global supply chain.