June 23 — As PCB stocks plunged, market chatter that NVIDIA had demanded a 10% price cut from PCB suppliers and that Shenghong Technology’s capacity expansion delayed Rubin platform shipments circulated. Multiple PCB manufacturers and market sources told reporters these claims are materially exaggerated and misread; the assertion that Shenghong caused Rubin delays lacks industry logic. Separately, foreign bank JEFFERIES said the Kyber backplane PCB rollout originally planned for 2027 may slip to

June 23 — As PCB stocks plunged, market chatter that NVIDIA had demanded a 10% price cut from PCB suppliers and that Shenghong Technology’s capacity expansion delayed Rubin platform shipments circulated. Multiple PCB manufacturers and market sources told reporters these claims are materially exaggerated and misread; the assertion that Shenghong caused Rubin delays lacks industry logic. Separately, foreign bank JEFFERIES said the Kyber backplane PCB rollout originally planned for 2027 may slip to 2028, reviving debate over the timing of AI-related PCB demand.