NVIDIA Requests 10% Price Cut from PCB Manufacturers? Industry Sources Claim Rumors are Exaggerated

On June 24, it was reported that amidst a significant drop in the PCB sector on June 23, multiple discussions emerged around the industry chain. On one hand, rumors circulated in the market stating that 'NVIDIA requires PCB manufacturers to reduce prices by 10%' and 'Shenghong Technology's expansion is dragging down Rubin platform shipments.' In response, reporters sought verification from PCB manufacturers and market insiders. Several interviewees indicated that these rumors are clearly exaggerated and misinterpreted, particularly the claim that 'Shenghong Technology is causing delays for Rubin,' which lacks industrial logic support. On the other hand, foreign investment bank Jefferies recently released a research report stating that the Kyber backplane PCB plan, originally scheduled for implementation in 2027, may be delayed until 2028, sparking discussions in the market regarding the prosperity of AI PCBs. (Shanghai Securities Journal)