---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000934467.md"
description: "Key Takeaways: PCB Supply Chain> Golden Week factory closures were cut to 1–3 days (vs. 5–6 days previously), with AI-tied production lines skipping holidays entirely to run at full capacity.> Capacity is fully booked through year-end, with mid-to-late October orders pushing production schedules out to January.>  Non-AI PCB average selling prices (ASPs) surged ~10%+ MoM in October, led by automotive boards, driving net margins higher.> HC glass-cloth-free CCL solutions remain in early NVIDIA testing, while CSP supply chain focus shifts to 3.2T optical transceiver boards targeted for 2028 mass production using M9-grade CCL."
datetime: "2026-10-12T19:15:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000934467.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000934467.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000934467.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Key Takeaways: PCB Supply Chain> Golden Week fa…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**