Shengyi Technology's potential edge in AI supply-chain orders

A post about CCL suppliers argues that technology alone does not secure orders; lead times, sales execution, PCB-maker feedback and customer satisfaction also matter. It identifies Shengyi Technology as meeting those criteria and predicts its order share in Nvidia's ecosystem will become increasingly important. The author says technical differences among Taiwan's top four CCL makers are relatively small and suggests three legacy incumbents could lose ground.