Taiwanese copper clad laminate (CCL) manufacturer Nan Ya Plastics achieved a record-high Q2 EPS of 3.37 yuan, indicating strong performance in a critical AI supply chain component. Investment trusts have shown sustained confidence, accumulating 277,000 shares of Nan Ya Plastics over 22 consecutive days, totaling 52.1 billion yuan in net buying.
Key material suppliers for AI infrastructure are seeing record earnings and sustained institutional buying, signaling robust demand for high-speed PCBs.