As the generative AI (GenAI) boom becomes a central focus in tech development, high-performance computing (HPC) opportunities continue to expand, recently causing supply-demand gaps in the memory market that have triggered a surge of urgent orders. Coupled with the arrival of the consumer peak season and the first wave of new device shipments in September 2025, these three key drivers have pushed Taiwan’s printed circuit board (PCB) industry to exceed revenue expectations in the third quarter of 2025.