Zhen Ding-KY

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   Foreign brokerage lifts Zhen Ding-KY target to NT$750 on AI infrastructure

   A US brokerage raised its target price for PCB maker Zhen Ding-KY from NT$600 to NT$750, citing stronger pricing power in consumer products and a notable AI infrastructure build-out. The report expects third-quarter gross margin of 25.6%, rising to 26.1% in the fourth quarter, and says the company's 2027–2028 ABF substrate capacity is fully sold out with US customers now accounting for 70%. It estimates AI infrastructure at 23% of revenue today, 25% for the full year, 30% in 2027 and 45–50% in 2028, driven by NVIDIA, MediaTek, potential AI ASIC programs and Chinese AI demand, and lifts 2026–2028 EPS forecasts to NT$14.4, NT$28.3 and NT$44.4.

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