Japanese securities firm Daiwa Securities significantly raised Nanya PCB's target price to 2,444 yuan, making it the highest estimate in foreign investment circles and a top pick in the substrate sector. Unimicron and Kinsus also saw increased foreign investment enthusiasm, with target prices reaching 1,400 yuan and 1,120 yuan respectively.
ABF substrate manufacturers are seeing increased valuation and demand, indicating tightening supply for critical AI chip packaging components.