Aoshikang to invest RMB 6B in Nantong PCB base for AI computing

The scale of the commitment signals that AI-driven demand for high-speed interconnect and advanced PCB capacity is pulling capital into upstream component manufacturing, not just chips. Aoshikang is positioning its capacity near the Yangtze Delta's electronics cluster, which matters for supply-chain proximity to computing hardware customers. Two gates remain: shareholder approval and the outcome of public land bidding, either of which could reshape timing or scope. Whether the three-phase structure advances as planned is the open question.