According to CoinWorld, Kinwong Electronic said during an institutional investor survey on October 26 that customer projects in the AI computing sector are still progressing rapidly, while delivery schedules for high-end products are extremely tight. Meanwhile, product iterations and upgrades in the AI computing sector have significantly increased process complexity, placing higher demands on PCB manufacturers’ process technology, refined management and control, and first-pass yield. High-end capacity supply is relatively limited. Overall, demand remains strong, while supply is constrained by product upgrades and the pace of capacity ramp-up. High-performance PCBs for the AI computing sector therefore remain in tight supply, and the company is making every effort to bring capacity online and ensure deliveries.