Shengyi Technology Forecasts 164%-181% Profit Growth on AI Demand

Shengyi's numbers are a reminder that the AI trade's second derivative is showing up in unglamorous places: copper-clad laminate, the substrate beneath the compute. The recurring-profit growth tracking close to headline profit suggests this is operating leverage from volume and capacity, not one-off gains — a cleaner read on genuine AI-driven demand. The open question is whether that demand is broad-based across the laminate supply chain or concentrated enough to be a single-customer story, and whether released capacity keeps pricing disciplined as rivals add lines.