As global demand for AI computing power erupts like a volcano, one company stands at the epicenter of this technological revolution. Hans Laser's subsidiary, Hans CNC, has stunned the market with its latest earnings forecast projecting a staggering 160.64% to 193.84% surge in net profit for 2025. These figures don't merely represent numerical growth—they signal the dawn of a golden era for the PCB equipment industry in the AI age.
Tidal Wave of Orders Drives Quarterly Growth
Hans CNC's performance trajectory reads like a blockbuster business success story. Preliminary calculations indicate fourth-quarter 2025 net profit could reach 293 million to 393 million yuan, representing quarter-over-quarter growth of 28.9% to 72.8%. What began as cautious optimism at the year's start has transformed into full-throttle expansion, with order volumes swelling like tidal waves—a clear testament to the company's formidable growth momentum.
AI Infrastructure Fuels PCB Equipment Demand
The rocket fuel behind Hans CNC's explosive growth? The global sprint to build AI computing infrastructure. Surging demand for high-layer count PCBs and HDI boards from AI servers and high-speed switches has triggered massive capacity expansions among PCB manufacturers, creating unprecedented opportunities for specialized PCB processing equipment.
Premium Products Boost Profit Margins
Rather than passively riding the wave, Hans CNC has aggressively pursued both capacity expansion and technological upgrades. By strategically increasing its premium product portfolio and optimizing revenue structure, the company has achieved not just quantitative growth but qualitative improvements in profitability.
Delivery Peak Expected in 2026
With downstream PCB manufacturers locking in expansion plans, Hans CNC anticipates an order delivery peak in the third and fourth quarters of 2026. Industry observers suggest Q1 2026 performance may even surpass Q4 2025's impressive results, bolstering investor confidence.
Industry Data Validates Growth Thesis
Prismark's authoritative industry forecasts provide robust validation for Hans CNC's growth narrative. The research firm predicts 15.4% revenue growth and 9.1% production growth for the global PCB industry in 2025. High-layer count boards and HDI boards—critical components for AI servers and switches—are projected to grow at 22.1% and 17.7% compound annual rates respectively from 2024 to 2029.
Technical Evolution Creates New Demand
The adoption of 112Gbps/224Gbps SerDes designs in AI servers and high-speed switches is pushing PCBs toward higher layer counts and greater density, demanding unprecedented precision in signal integrity, layer alignment, drilling accuracy, and plating processes.
These technical shifts—including high-speed material transitions and increased aspect ratios—have reduced mechanical drilling efficiency while increasing equipment requirements per unit area of AI PCBs. Growing back-drilling needs coupled with tighter precision requirements are further driving demand for high-precision back-drilling equipment, creating new growth avenues for Hans CNC.
Core Products Secure Market Leadership
Hans CNC's double-gantry mechanical drilling machines continue to win repeat orders thanks to their exceptional performance and reliability. The company's newly developed CCD six-axis independent drilling machines with integrated drilling and inspection capabilities have secured bulk orders from multiple leading high-layer count PCB manufacturers, cementing its industry leadership.
Rubin Platform Accelerates Laser Drilling Adoption
Nvidia's Rubin computing platform, launched at CES 2026, has significantly increased PCB layer counts while incorporating high-performance materials like M9 resin and HVLP copper foil. These harder materials, deeper holes, and smaller diameters demand advanced microvia processing solutions.
Hans CNC's ultrafast laser drilling technology meets these stringent requirements for high-frequency signal transmission. Having completed validation tests with multiple clients, the solution has entered the sampling cooperation phase, positioning the company to capture significant share in high-end PCB processing.
Substrate-Like Applications Expand Market Reach
The adoption of substrate-like PCBs in AI smartphones and 800G+ optical modules has created demand for precision microvia and contour processing. Hans CNC's novel laser processing solutions overcome traditional CO₂ laser thermal limitations, enabling both microvia drilling and ultra-precise contour forming—technology that has already earned customer approvals and firm orders.
Dual Listing Progresses Smoothly
Hans CNC continues advancing its A+H share listing plans. After submitting its initial Hong Kong IPO application, the company promptly updated materials and refiled, having already received approval from China's securities regulator for its overseas listing—a critical milestone that will provide substantial capital to fuel future growth.