Chips & Wafers(@ChipsandWafers):For years, Nanya PCB has avoided LTA's. Specifically, they have avoided $INTC business for this reason. And just like in the last cycle, avoiding LTA's mean they have greater upside to raise prices relative to peers during supply crunches.

2026.09.03 06:30

For years, Nanya PCB has avoided LTA's. Specifically, they have avoided $INTC business for this reason. And just like in the last cycle, avoiding LTA's mean they have greater upside to raise prices relative to peers during supply crunches.

駿HaYaO@QQ_Timmy

2026.09.03 03:08

南電受惠AI需求，大陸PCB廠稼動率逐步滿載，先前因無長約已調漲報價反映成本。 BT載板原物料漲勢趨緩，第4季無意再漲，但報價仍處季節高檔；ABF載板因T-glass等材料持續吃緊，仍有漲價空間。法人看好昆山廠Q4稼動率有望達100%、良率提升，加上PCB與ABF價格上揚，下半年獲利與毛利率可望持續改善。南電因未簽LTA，調價彈性優於同業，先前漲幅已較高。