NVIDIA lowers PCB prices by 10%? Asustek: Company operations are normal, adjusting customer solutions is a normal occurrence.

On June 23, the PCB sector of the computing power chain experienced a sharp decline, with the leading concept stock, Shenghong Technology, plummeting more than 7% in a single day. According to a report by the Shanghai Securities News, the overall decline in the PCB sector is related to two market rumors. One rumor circulating in the market is that NVIDIA is demanding a 10% price reduction from PCB manufacturers, while the other is that Shenghong Technology's expansion is dragging down shipments for NVIDIA's Rubin platform. On June 24, a representative from Shenghong Technology stated that there are many market rumors and the company cannot respond to each one. However, the representative emphasized that the company's operations are normal and that the fundamentals have not changed. The aforementioned Shenghong Technology insider mentioned that customer preferences for different solutions are not set in stone, and there may be some adjustments or improvements during the production process, which is a normal occurrence. Shenghong also has some first-mover advantages. Investors should discern these rumors and rely on information disclosed by the company.