Jessica

[Jessica @sdsdeee]

@aleabitoreddit Evaluate Chinese PCB companies. please！

[Jessica @sdsdeee]

@aleabitoreddit receiving price increase notices from different PCB makers almost every week.

[Jessica @sdsdeee]

@zephyr_z9 @pandawatch88 right

[Jessica @sdsdeee]

@pcbanalysis thanks😀

[Jessica @sdsdeee]

@aleabitoreddit I believe PCB will become the next supply-chain bottleneck for AI.

[Jessica @sdsdeee]

@BroBean88 @BlockBeatsAsia 请问这是哪个平台的博主

[Jessica @sdsdeee]

@antiAIvo 上游材料最先收益吧，制造厂需要提前买材料才能生产

[Jessica @sdsdeee]

@tuolaji2024 景硕澄清了

[Jessica @sdsdeee]

@LinQingV CCL等材料价格上涨，会影响胜宏沪电等pcb厂的利润吗

[Jessica @sdsdeee]

@dmjk001 有来源吗

[Jessica @sdsdeee]

@semivision_tw VGT

[Jessica @sdsdeee]

@SemiAnalysis_ Announced today?

[Jessica @sdsdeee]

@tuolaji2024 VR200 NVL72 compute tray「不允許客製化規格」的零組件項目佔比提升至20-22%。
是否意味着pcb厂商价值量和盈利能力的提升？

[Jessica @sdsdeee]

@mingchikuo VR200 NVL72 compute tray「不允許客製化規格」的零組件項目佔比提升至20-22%。
是否意味着pcb厂商价值量和盈利能力的提升？