This is the main PCB supplier for NV AI server board and the high end graphic cards. They started to make money and all of their capacity is indeed fully loaded with NV orders. Then the stock start respond to the EPS growth. They rapid capacity expansion in China, Thailand and Vietnam at the same time. China site build 6 stories building in record 3 months and machines being installed and already started running. Another building broke ground and expect to finish by Nov.
2018 when there's supply shock in passive components, the market went crazy and the stocks follow this pattern. Back then all the suppliers also expand capacity rapidly, and then it's followed by over supply. DRAM also has pretty much the same pattern.
So let see if this is another typical case.
2018 when there's supply shock in passive components, the market went crazy and the stocks follow this pattern. Back then all the suppliers also expand capacity rapidly, and then it's followed by over supply. DRAM also has pretty much the same pattern.
So let see if this is another typical case.
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