Shengyu Technology Trades Rumors of 70% Orthogonal Backplane Share for North American Client

The move rests entirely on unconfirmed market talk, and the company's refusal to verify either the 70% share claim or the doubled TPU guidance leaves the rally without an anchor in disclosed fact. That distinction matters most for readers tracking how PCB suppliers get repriced on supply-chain rumor rather than reported orders. The open question is whether Shengyu ever substantiates any of it, or whether the denial of any second-half forecast becomes the more telling detail.