On the morning of November 4, 2026, pile drivers stood tall on the project site in Machong Town, Dongguan City, and representatives from all parties involved in the construction arrived one after another. Five months ago, this land was just a planning map on the signed exhibition board; As soon as the pile foundation project starts, the lines begin to grow towards the ground. This is a production capacity bottleneck for Guanghe Technology in the era of AI computing power.

From signing to piling

The project was signed and settled in June this year, with the approval of the plan, geological survey, and bidding preparation progressing in sequence. It will only take five months to start construction in November, corresponding to the window period of scarce high-end computing capacity.  

The total investment of the project is 6 billion yuan, covering an area of 435 acres, with one-time land supply and construction in two phases. The first phase has a construction area of about 390000 square meters, focusing on the research and manufacturing of AI servers, big data centers, and high-end printed circuit boards.  

The construction party made the requirements very practical on site: adhering to the safety red line, strictly controlling quality and inspection acceptance, closely monitoring the construction period, and green construction. The goal is also straightforward: to build, put into operation, and reach production early, and ultimately become a leading high-end printed circuit board intelligent manufacturing benchmark base and eco-friendly intelligent manufacturing park in China.

Computing power heating circuit board

DELTON was founded in 2002 and is headquartered in Huangpu Development Zone, Guangzhou. Its production bases are located in Guangzhou, Guangdong, Dongguan, Huangshi, Hubei, and Bazhen Prefecture, Thailand, focusing on high-speed and high-frequency high-end PCB manufacturing. Its products are widely used in terminal fields such as data centers, cloud computing, artificial intelligence, 5G communication, and automotive electronics. DELTON has long served well-known customers at home and abroad and is committed to building an industry-leading circuit board manufacturing enterprise that integrates research and development, production, sales, and service.

Why increase the price at this time? The iteration of AI servers drives the upgrading of circuit boards to higher layers, higher-order HDI, and high-frequency high-speed, resulting in an increase in the value of single boards and an extension of high-end product delivery times to several months, leading to a simultaneous rise in industry volume and price.  

Prismark expects the global PCB output value to reach 95.78 billion US dollars in 2026, with a year-on-year growth of 12.5%.  

DELTON covers 8 of the top 10 server manufacturers worldwide, and Delton Technology (Thailand) Co., Ltd. and Guangzhou Yunqing Base are accelerating their high-end production capacity. The new factory in Dongguan is making up for a key piece in the medium to long term.  

It has also become a core strategic project for the group to seize opportunities in the AI computing industry and lay out the high-end PCB track.

A factory drives a chain

The project is based in Dongguan and radiates to the Greater Bay Area, which is a key step in consolidating the advantages of computing power in the PCB field and improving the national industrial layout. Machong is located in the geometric center of the Greater Bay Area, with two national level deep-water ports and complete electroplating facilities at the Haofeng Environmental Protection Base, providing ample industrial space.  

In 2025, the PCB industry output value in Dongguan will reach 55.911 billion yuan, a year-on-year increase of 27%, accounting for about 15.9% of the national total, with over 230 upstream and downstream supporting entities.  

From copper-clad laminates, precision drilling needles to board inspection, the local matching radius is short; The new factory directly targets the shortage of high-end computing power PCB supply, which is of great significance for filling the gap in the high-end electronics industry chain and driving the coordinated development of upstream and downstream industries. After being put into operation, it will also attract material, equipment, and consumables enterprises to gather.  

Amidst the sound of pile drivers, a planning map is becoming a more robust link in the computing power chain of the Greater Bay Area.Editor/Yang Meiling