亚洲科技 - ABF 供需展望改善，非英伟达系 ABF 及 BT 定价 2026 年展望稳健-Asia Technology_ ABF S_D outlook improving_ non-NVDA ABF & BT pricing outlook solid in 2026; Buy NYPCB

21 October 2025 | 9:13PM CST Equity Research We expect substrate suppliers with higher exposure to BT substrates to outperform Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, s ...