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Thailand's reciprocal tariff is a hit to its growing PCB/SMT industry. They have seen influx of industry players relocated mfg sites to Thailand over the last few years before Trump's election victory. Vietnam is negotiating. But current price is indeed attractive and speculative. We discussed about AI bubble 6 months ago. now that the bubble has burst and coupled with full blown trade wars, the next million dollar question - where is the market bottom :)
