When DeepSeek subverts the AI ​​landscape, where will the PCB circuit board industry go?

When DeepSeek subverts the AI landscape, where will the PCB circuit board industry go?

Recently, DeepSeek has become popular. It has even surpassed GPT-4 in multimodal understanding and complex reasoning, and has also open-sourced some code modules, marking that domestic AI technology has entered the first echelon in the world. This technological breakthrough has not only set off a huge wave in the field of AI, but also made the circuit board industry feel waves.

DeepSeek has greatly reduced its dependence on computing power with key technological innovations. Its open source model DeepSeek-R1 has performance close to OpenAI, but the cost is only one-tenth of it. This has led to a re-examination of the traditional AI industry's dependence on computing power, which may reduce the demand for high-end computing chips and related hardware. As a key component of hardware, the demand logic of circuit boards may also change accordingly. Previously, the market was hot around AI investment, CPO, PCB and other concepts. Now, with the rise of open source models such as DeepSeek, software ecosystem-related concepts are more popular, and the heat of hardware concept sectors has declined. In the trading on February 5, many high-priced PCB stocks fell in large volume, which is a reflection of the market reaction.

But this does not mean that the prospects of the circuit board industry are bleak. In the long run, the widespread penetration of AI applications will increase the overall computing power demand, and the focus of demand may shift from the training side to the reasoning side. The demand for cloud reasoning computing power will increase, and there is still potential in areas such as chips, servers and switches, which will also drive the demand for circuit boards.

In such a wave of industry change, workers in the company's logistics department are inevitably anxious. Will the fluctuation of the business affect the stability of their own work? The company's development direction is adjusted. Can I keep up with the pace? In fact, there is no need to worry too much. Like us, ONESEINE（top PCB manufacturers in world）, as a company mainly engaged in circuit board business, has been keeping up with industry trends. We continue to optimize product structure and improve product quality. No matter how the industry changes, the demand for high-quality circuit boards always exists.

Moreover, when facing industry changes, the company actively deploys, expands business areas, and looks for new growth points. As an important support for the company's operation, the logistics department is also constantly improving its service level to escort the company's development. Therefore, as long as we work together and continuously improve our capabilities, we can seize opportunities, meet challenges, and achieve common development of companies and individuals in this wave of industry change. Let us look forward to the new glory of the circuit board industry under the new wave of technology!