Nvidia requires PCB manufacturers to cut prices by 10%? PCB manufacturers and market participants say rumors are obviously exaggerated and misinterpreted

June 24, on June 23, when the PCB sector fell sharply, there were multiple discussions in the market around the industrial chain. On the one hand, there are news circulating in the market that "NVIDIA requires PCB manufacturers to cut prices by 10%" and "Shenghong Technology's expansion is dragging down shipments on the Rubin platform." In this regard, the reporter asked PCB manufacturers, market participants, etc. for verification. Many interviewees said that the above rumors were obviously exaggerated and misinterpreted, and the statement that "Shenghong Technology caused Rubin's postponement" lacked industrial logic support. On the other hand, foreign-funded firm Jeffery recently released a research report that the Kyber backplane PCB solution originally planned to be introduced in 2027 may be postponed to 2028, triggering market discussions on the prosperity of AIPCB. (Shanghai Stock Exchange)