News / Taiwan / economic_daily
Zhen Ding Tech Targets AI Growth with Advanced PCB Solutions, EPS Forecast at 11.8 TWD
Electronic Technology · Electronic Components · economic_daily · 2026-09-06
4958
Zhen Ding Technology is expanding its footprint in AI servers and high-end optical modules, with analysts projecting a strong earnings outlook for the year.
What Happened
Advanced Technology Showcase: At SEMICON Taiwan, Zhen Ding Technology unveiled its latest 800G and 1.6T high-end optical module PCBs and 34-layer AI server boards. These products underscore the company's strategic shift toward high-layer, high-frequency, and high-precision manufacturing processes.
AI Market Expansion: The company aims to become the world's leading supplier of high-end optical module PCBs by 2027. By securing positions in the supply chains of major ASIC and GPU clients, Zhen Ding expects its server and optical module revenue to double over the next three years.
Strategic Revenue Shift: Analysts highlight that the increasing complexity of AI chip packaging will drive significant growth for Zhen Ding’s IC substrate business. AI-related applications are projected to account for 38% of total revenue by 2027, up from 11.7% in 2025.
Earnings Outlook: Driven by capacity expansion and technological upgrades, market analysts forecast an EPS of 11.8 TWD for the current year. The company is well-positioned to capitalize on the industry-wide trend toward high-end PCB solutions, strengthening its competitive edge and profitability.