On May 27, Kingboard Laminates rose 4.7% in regular trading, trading at HK$58.5/share with trading volume of HK$337 million, hitting a new high.
On the news front, Morgan Stanley recently conducted a BOM teardown of NVIDIA's next-generation Rubin rack. The VR200 NVL72 cabinet's PCB value surged 233% compared to GB300, jumping from US$35,100 to US$116,700 per cabinet, making it the largest value increase among non-memory components. Additionally, the copper-clad laminate industry's supply-demand tightness continues, with Korean PCB manufacturers placing extraordinary pre-orders with Chinese CCL manufacturers due to supply disruption concerns, extending delivery cycles for certain high-end products to over six weeks. The company previously announced two rounds of 10% price hikes across all CCL products in April, with cumulative increases exceeding 40%, demonstrating strong cost pass-through capability.
Within the Electronic Components sector, Kingboard Holdings rose 3.61%, FIT Hon Teng rose 5.19%, and Sunny Optical rose 0.81%, with the sector broadly strengthening.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
