NVIDIA demands PCB manufacturers to cut prices by 10%?
PCB manufacturers and market insiders say the rumors are significantly exaggerated and misinterpreted.

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Golden Finance reports that on June 24th, on June 23rd, during a sharp decline in the PCB sector, the market was abuzz with multiple discussions around the industry chain. On one hand, rumors circulated that "NVIDIA asked PCB manufacturers for a 10% price cut" ("NVIDIA asked PCB manufacturers for a 10% price cut") and "Shenghong Technology's expansion hampers Rubin platform shipments" ("Shenghong Technology's expansion hampers Rubin platform shipments"). In response, reporters verified these claims with PCB manufacturers and market insiders. Several interviewees stated that the above rumors are significantly exaggerated and misinterpreted, and the claim that "Shenghong Technology caused Rubin's delay" lacks industry logical support. On the other hand, J.P. Morgan recently released a research report stating that the Kyber backplane PCB plan, originally scheduled for 2027, may be delayed until 2028, sparking discussions about the AI PCB market outlook. (Shanghai Securities News)
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