On July 13, Delton Technology (01989.HK) fell 3.24% in regular trading, trading at HK$131.6/share, with turnover of HK$29.54 million.

The decline came amid continued selling pressure across the PCB sector following a report from semiconductor research firm SemiAnalysis disclosing that NVIDIA's Kyber NVL144 rack architecture has been delayed by over 12 months to 2028 due to PCB mid-board manufacturing yield bottlenecks. The high-specification version has reportedly been cancelled, retaining only a half-performance variant. This development has materially impacted forward order expectations for the AI server high-speed PCB supply chain.

Within the Electronic Components sector, KB Laminates fell 13.3%, Kingboard Holdings fell 12.04%, and Lingyi iTech fell 10.28%, reflecting broad-based industry selling. NVIDIA has stated its product roadmap remains unchanged but did not disclose specific project progress details.

Notably, Delton Technology recently reported strong H1 results with net profit expected to grow 85%-95% year-over-year to RMB 9.1-9.6 billion, driven by AI computing hardware demand and its Thailand factory ramp-up.

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