RBNZ: The Committee unanimously judged that further rate increases at future meetings are likely, but the timing is highly uncertain.

CITIC Securities says rising compute demand is the primary structural growth driver for the PCB sector, forcing AI-use PCBs into high-multilayer, high-density, high-speed, low-loss and higher-reliability platform designs. The move in AI server architectures from CPU to GPU/ASIC clusters raises requirements for board volume, layer count, materials, via structures, trace precision and reliability, accelerating demand for high-multilayer boards and advanced HDI; iteration to M7–M9 low-loss substrates and faster adoption of precision processes such as mSAP is prompting full-process equipment upgrades and creating near-term opportunities for PCB equipment and upstream materials suppliers.

Japan's top foreign-exchange official MIMURA said financial markets in South Korea and Japan sometimes move similarly.