The share price of Taiwanese printed circuit board maker Gold Circuit Electronics has stopped falling and rebounded, good news for investors holding the stock.

• Investment trust institutions returned to the market last week, and the share price bounced off its low to climb back above NT$1,000.
• The stock had previously been cut in half from its record high, as the market worried about rising copper clad laminate prices, the new Thai plant dragging down gross margin, and July's market rout.
• The company has been winning new orders from major customers one after another, and can pass copper clad laminate costs on to clients.
• Yields on high-end HDI boards have reached target levels, and the company's market share with large cloud customers continues to rise.
• Taiwan capacity in the second half is up 50% from last year, while Thai capacity has grown several times over, with production lines running at full tilt.

Outlook: Third-quarter gross margin and earnings are expected to improve on the previous quarter, with a chance of quarter-by-quarter gains through the year and new record highs.