金色财经|6月 23, 2026 23:41
[NVIDIA Requests PCB Manufacturers to Cut Prices by 10%? PCB Manufacturers and Market Insiders Say Rumors Are Clearly Exaggerated and Misinterpreted]
Golden Finance reported on June 24 that on June 23, amidst a sharp decline in the PCB sector, multiple discussions emerged around the industry chain. On one hand, rumors circulated in the market such as "NVIDIA requests PCB manufacturers to cut prices by 10%" and "Shenghong Technology's capacity expansion drags down Rubin platform shipments." In response, reporters sought verification from PCB manufacturers and market insiders. Several interviewees stated that the above rumors are clearly exaggerated and misinterpreted, and the claim that "Shenghong Technology caused Rubin delays" lacks industrial logic.
On the other hand, foreign investment bank Jefferies recently released a research report stating that the Kyber backplane PCB solution, originally planned for introduction in 2027, may be delayed until 2028, sparking market discussions about the prosperity of AI PCB. (Shanghai Securities News)
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