kokycpcb(@pcbanalysis):Victory Giant's recent manufacturing hiccups have shaken up the supply pie, leading to a noticeable share gain for Taiwanese heavyweights Unimicron and Zhen Ding. Meanwhile, due to the brutal upstream material crunch, Nanya Plastics has been pulled into the Switch Tray supply chain as a newly validated supplier to secure raw material availability.

kokycpcb

@pcbanalysis

Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.

Joined October 2024

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kokycpcb@pcbanalysis

2026.07.10 02:55

Victory Giant's recent manufacturing hiccups have shaken up the supply pie, leading to a noticeable share gain for Taiwanese heavyweights Unimicron and Zhen Ding. Meanwhile, due to the brutal upstream material crunch, Nanya Plastics has been pulled into the Switch Tray supply chain as a newly validated supplier to secure raw material availability.