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PCB basis technology will only improve & get better. Speeding Nvidua. This shares will go up further...

PCB Sector Stocks Extend Declines Amid NVIDIA Supply Chain Speculation, Asian Producers Hit Hard

Shares in the printed circuit board (PCB) sector are experiencing another wave of selling pressure. At the time of writing, HANS CNC (03200) has dropped 4.91% to HK$141.5. KINGBOARD HLDG (00148) is...

PCB Sector Stocks Extend Declines Amid NVIDIA Supply Chain Speculation, Asian Producers Hit Hard

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":583152175645808,"tweetId":"583152175645808","gmtCreate":1783401375526,"gmtModify":1783401378389,"author":{"id":3569382039983887,"idStr":"3569382039983887","authorId":3569382039983887,"authorIdStr":"3569382039983887","name":"AcidIce","avatar":"https://static.tigerbbs.com/25a5edd325094826cf6e8822874786ab","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":64,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>PCB basis technology will only improve &amp; get better. Speeding Nvidua. This shares will go up further...</body></html>","htmlText":"<html><head></head><body>PCB basis technology will only improve &amp; get better. Speeding Nvidua. This shares will go up further...</body></html>","text":"PCB basis technology will only improve & get better. Speeding Nvidua. This shares will go up further...","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/583152175645808","repostId":1172374684,"repostType":2,"repost":{"id":"1172374684","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1783393324,"share":"https://ttm.financial/m/news/1172374684?lang=en_US&edition=fundamental","pubTime":"2026-07-07 11:02","market":"sg","language":"en","title":"PCB Sector Stocks Extend Declines Amid NVIDIA Supply Chain Speculation, Asian Producers Hit Hard","url":"https://stock-news.laohu8.com/highlight/detail?id=1172374684","media":"Stock News","summary":"Shares in the printed circuit board (PCB) sector are experiencing another wave of selling pressure. At the time of writing, HANS CNC (03200) has dropped 4.91% to HK$141.5. KINGBOARD HLDG (00148) is...","content":"Shares in the printed circuit board (PCB) sector are experiencing another wave of selling pressure. At the time of writing, HANS CNC (03200) has dropped 4.91% to HK$141.5. KINGBOARD HLDG (00148) is down 4.0% at HK$85.5. Victory Giant Technology(Huizhou) Co.,Ltd. (02476) has fallen 3.75% to HK$261.8. Delton Technology (Guangzhou) Inc. (01989) has declined 3.47% to HK$147.6. KB LAMINATES (01888) is lower by 3.25%, trading at HK$74.45. \nThe market movement follows a recent report from analysis firm SemiAnalysis on social media. The report suggested that NVIDIA's next-generation AI server rack architecture, codenamed Kyber, could be delayed by over a year due to manufacturing complexities. In response to these rumors, NVIDIA issued a statement on Monday, July 6, Eastern Time, stating that its product roadmap remains unchanged and denying that core progress has been affected. \nDespite the company's denial, the news has triggered a significant sell-off in shares of Asian PCB manufacturers, including those in Japan and South Korea. NVIDIA has not disclosed specific progress details for its Kyber NVL144 project nor confirmed any delays. Market observers note that during periods of high investment in AI infrastructure, even unofficial and unverified supply chain rumors can have an outsized impact on market sentiment. \nIt is important to note that the SemiAnalysis report primarily attributed the potential delay to complexities in the PCB manufacturing process. The core issue reportedly involves bottlenecks in the manufacturability of multi-layer printed circuit boards, making it difficult to advance the entire rack-level system as originally planned. The analysis also pointed out that NVIDIA currently lacks a proven, scalable solution for the expansion challenges within its Rubin Ultra architecture.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PCB Sector Stocks Extend Declines Amid NVIDIA Supply Chain Speculation, Asian Producers Hit Hard</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPCB Sector Stocks Extend Declines Amid NVIDIA Supply Chain Speculation, Asian Producers Hit Hard\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nStock News \n2026-07-07 11:02\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nShares in the printed circuit board (PCB) sector are experiencing another wave of selling pressure. At the time of writing, HANS CNC (03200) has dropped 4.91% to HK$141.5. KINGBOARD HLDG (00148) is down 4.0% at HK$85.5. Victory Giant Technology(Huizhou) Co.,Ltd. (02476) has fallen 3.75% to HK$261.8. Delton Technology (Guangzhou) Inc. (01989) has declined 3.47% to HK$147.6. KB LAMINATES (01888) is lower by 3.25%, trading at HK$74.45. \nThe market movement follows a recent report from analysis firm SemiAnalysis on social media. The report suggested that NVIDIA's next-generation AI server rack architecture, codenamed Kyber, could be delayed by over a year due to manufacturing complexities. In response to these rumors, NVIDIA issued a statement on Monday, July 6, Eastern Time, stating that its product roadmap remains unchanged and denying that core progress has been affected. \nDespite the company's denial, the news has triggered a significant sell-off in shares of Asian PCB manufacturers, including those in Japan and South Korea. NVIDIA has not disclosed specific progress details for its Kyber NVL144 project nor confirmed any delays. Market observers note that during periods of high investment in AI infrastructure, even unofficial and unverified supply chain rumors can have an outsized impact on market sentiment. \nIt is important to note that the SemiAnalysis report primarily attributed the potential delay to complexities in the PCB manufacturing process. The core issue reportedly involves bottlenecks in the manufacturability of multi-layer printed circuit boards, making it difficult to advance the entire rack-level system as originally planned. The analysis also pointed out that NVIDIA currently lacks a proven, scalable solution for the expansion challenges within its Rubin Ultra architecture.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300476":"胜宏科技","301200":"大族数控","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","BK4534":"瑞士信贷持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","07788":"南方两倍做多英伟达","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2929501877.USD":"T. 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At the time of writing, HANS CNC (03200) has dropped 4.91% to HK$141.5. KINGBOARD HLDG (00148) is down 4.0% at HK$85.5. Victory Giant Technology(Huizhou) Co.,Ltd. (02476) has fallen 3.75% to HK$261.8. Delton Technology (Guangzhou) Inc. (01989) has declined 3.47% to HK$147.6. KB LAMINATES (01888) is lower by 3.25%, trading at HK$74.45.\nThe market movement follows a recent report from analysis firm SemiAnalysis on social media. The report suggested that NVIDIA's next-generation AI server rack architecture, codenamed Kyber, could be delayed by over a year due to manufacturing complexities. In response to these rumors, NVIDIA issued a statement on Monday, July 6, Eastern Time, stating that its product roadmap remains unchanged and denying that core progress has been affected.\nDespite the company's denial, the news has triggered a significant sell-off in shares of Asian PCB manufacturers, including those in Japan and South Korea. NVIDIA has not disclosed specific progress details for its Kyber NVL144 project nor confirmed any delays. Market observers note that during periods of high investment in AI infrastructure, even unofficial and unverified supply chain rumors can have an outsized impact on market sentiment.\nIt is important to note that the SemiAnalysis report primarily attributed the potential delay to complexities in the PCB manufacturing process. The core issue reportedly involves bottlenecks in the manufacturability of multi-layer printed circuit boards, making it difficult to advance the entire rack-level system as originally planned. 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