AI Server HDI PCB technology is getting much improved because of advanced Chinese PCB equipments. The main manufacturers are VGT, Sayfu, SCC, FP etc.
Victory Giant Technology (HuiZhou) Co., Ltd. (VGT), a leading global PCB manufacturer listed on the Shenzhen Stock Exchange (300476), specializes in high-precision, Multi-layer PCBs essential for advanced computing and AI infrastructure. Its core products include:
High-Density Interconnect (HDI) Boards: Featuring 0.076mm laser-drilled microvias and achieving an exceptional 85% production yield—significantly surpassing the industry average of 50-60% 5. These support ultra-fine circuitry for AI hardware.
Multi-layer PCBs: With capabilities for up to 70-layer boards, critical for complex server architectures .
AI Server HDI PCB: Optimized for GPU power delivery and thermal management, enabling high-performance computing in data centers.
Strategic Collaboration with NVIDIA
VGT is a certified key supplier to NVIDIA, with their partnership demonstrating deep technical integration:
Technology Co-Development: Jointly created Dynamic Impedance Adjustment Technology, boosting GPU power efficiency by 15% and reducing thermal noise by 22% .
Supply Chain Dominance: VGT supplies over 50% of NVIDIA’s global AI server PCBs, with orders for H100/B200 GPUs and Blackwell systems (e.g., GB200) achieving a >70% binding rate .
Official Recognition: NVIDIA CEO Jensen Huang publicly anounced VGT as a “key Chinese partner” (China搭子). VGT was the sole mainland Chinese supplier invited to NVIDIA’s 2025 annual conference, celebrating Blackwell platform mass production .
AI Server HDI PCB Market Impact
VGT’s NVIDIA-related AI Server HDI PCB drive 40% of its total revenue, cementing its position as the global leader in AI data center UBB/switch PCB market share 45%. The collaboration extends to next-gen GPU R&D (e.g., GB300 prototypes), leveraging VGT’s expertise in PTFE materials and high-layer-count fabrication.
This alliance combines NVIDIA’s AI silicon leadership with VGT’s PCB innovation, accelerating breakthroughs in computational efficiency for data centers worldwide.
Sayfu Group is also a main supplier of AI Server HDI PCB, the main customers are from China whoes demands are not as much as NVIDIA. But we are on the way to be NVIDIA’s key supplier, we believe that in the coming 5 years it will become true with the development of mature HDI technology and more advanced machines.
