[Taiwan’s Weekly Standout #2#] Tongtai (4526 TT) is going after a simple problem in AI-board manufacturing: drilling machines sitting idle while they wait for tools and boards. The machine-tool maker makes drilling and routing machines for PCB manufacturers, including equipment for AI server boards and the IC substrates used in chip packaging. Its shares rose 36.4% between the Oct. 22 and Oct. 30 closes. Orders are already stretching into 2027. MoneyDJ reported that Tongtai had PCB drilling-equipment order visibility through the end of next year, including annual orders from customers in Japan and South Korea. But component lead times are also getting longer, which could affect deliveries. We’re watching whether customers take up the integrated stations, and whether Tongtai can get the equipment out the door on time.