KB Laminates' stock soared 6.46% during intraday trading on Tuesday, reflecting strong investor interest in the copper-clad laminate (CCL) sector.

The surge is attributed to acute supply-demand tightness in the CCL industry, with Korean PCB manufacturers placing extraordinary pre-purchase orders with Chinese producers due to supply disruption concerns. Delivery cycles for certain high-end products have extended beyond six weeks, highlighting the supply constraints.

Additionally, KB Laminates has demonstrated robust pricing power, having implemented two rounds of 10% price hikes across all CCL products in April, accumulating over 40% in total increases. The demand is further fueled by AI computing upgrades, as NVIDIA's next-generation Rubin architecture adopts PCB midplane and orthogonal backplane solutions, generating significant incremental demand for the industry. The broad sector strength is also evidenced by gains in peer stocks.