# Shengyi Technology

> Markdown twin of https://roboterminal.app/companies/shengyi-technology · https://roboterminal.app/companies/shengyi-technology.md

## On shared sources

- [NVIDIA](https://roboterminal.app/companies/nvidia) (3)
- [Shennan](https://roboterminal.app/companies/shennan) (2)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [CNMC Ningxia Orient Nonferrous Metal Group](https://roboterminal.app/companies/cnmc-ningxia-orient-nonferrous-metal-group) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [Hongchang](https://roboterminal.app/companies/hongchang) (1)
- [Huazheng](https://roboterminal.app/companies/huazheng) (1)
- [Kinwong](https://roboterminal.app/companies/kinwong) (1)
- [Open Compute Project](https://roboterminal.app/companies/open-compute-project) (1)
- [Semco](https://roboterminal.app/companies/semco) (1)
- [SpaceX](https://roboterminal.app/companies/spacex) (1)
- [Taiwan Union Technology](https://roboterminal.app/companies/taiwan-union-technology) (1)
- [Victory](https://roboterminal.app/companies/victory) (1)

## Pulse

- [@tphuang on X](https://x.com/tphuang/status/2112871209108943096)
  ABF capacity is a major issue for AI buildout. China currently has 4 major replacement option: 华正's CBF, 生益's SIF, 宏昌's GBF & 纽菲斯's NBF Theoretically, Domestic capacity will surpass China's demand by …
- [@tphuang on X](https://x.com/tphuang/status/2111089512453394709)
  On news from OCP 2026 where 4 of 7 NVLink PTFE suppliers are Chinese PCB giants: Shennan, Victory, Kinwong & Shengyi, here is a look at upstream supply chain in China to benefit: Include PTFE resin, 2…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2108193338146894060)
  Expert Takeaways: Taiwan Union Technology > TUC's top 3 customers are Google, Amazon, and SpaceX. Server business drives 70% of total revenue, while consumer electronics takes 20% and auto/industrial …
- [@tphuang on X](https://x.com/tphuang/status/2107523665986527260)
  He is a good follow. We don't get nearly enough industry commentary on X about what's actually going on w/ PCB & advanced packaging supply chain. I read the mainland side on WeChat, but TW suppliers &…

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Source: Roboterminal · https://roboterminal.app/companies/shengyi-technology.md