Zhen Ding-KY's stock price was impacted by market rumors regarding issues with Nvidia's Vera Rubin PCB board, which the company promptly denied. The company stated that customer product progress is on schedule and that it is at full capacity expansion due to a full order book. Zhen Ding-KY projects its global factories will reach 57 locations by 2030.
A key PCB supplier for NVIDIA's next-gen GPUs confirms strong demand and capacity buildout, signaling continued tightness in high-speed PCB supply.