Gold Circuit Electronics

Headlines · 2

1. 4d
   AI Demand Reportedly Strains PCB and Chip Substrate Supply

   AI data-center demand is reportedly diverting PCB and chip-substrate production capacity from PC and consumer-electronics makers. Nikkei Asia reports that some PCB lead times have stretched to 30 months, copper-clad laminate costs have risen at least 12-fold since July 2026, and one major supplier's order book extends into 2030.

   Tom’s Hardware · 🔥 16
2. Oct 12
   Amazon buys sole stake in Gold Circuit, a first for Taiwan PCB makers

   Gold Circuit Electronics said on Sept. 29 that Amazon was the sole subscriber to a NT$1.589 billion private placement, buying 1,856 lots at NT$856 per share — the first time a cloud service provider has directly invested in a Taiwan PCB maker. The same day, the board material maker announced a NT$7.9 billion new plant investment. Analyst Cathay United Securities said the deal locks in Gold Circuit's order visibility for Amazon's next-generation Trainium 4 chip platform and helps it move to higher-end HDI production. Analysts at Taiwan Institute of Economic Research said Amazon's core aim is smooth next-generation AI server shipments, gaining supply priority and flexibility, plus indirect visibility into upstream materials such as copper-clad laminate and low-dielectric glass fabric.

   科技新报 · 🔥 0

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