On June 23, the PCB sector within the computing power supply chain witnessed a notable downturn, with market leader Shenghong Technology experiencing a more than 7% decline in its stock value in a single day. According to a report by Shanghai Securities News, this downturn was linked to two market rumors circulating at the time: the first suggested that NVIDIA had requested a 10% price reduction from PCB manufacturers; the second rumor concerned the potential impact of Shenghong Technology's production expansion on shipments for NVIDIA's Rubin platform. On June 24, a reporter, posing as an investor, contacted Shenghong Technology for clarification. The representative who answered the call acknowledged the prevalence of market rumors and stated that the company could not address each one individually. However, they emphasized that the company's operations were proceeding normally, with no significant changes in its underlying fundamentals. The representative also noted that customer solutions undergo adjustments and enhancements throughout the production cycle, which is a standard practice in the industry. Furthermore, they highlighted that Shenghong Technology enjoys certain first-mover advantages. The representative advised investors to exercise discernment regarding rumors and to rely on the company's publicly disclosed information for accurate insights.
