KB Laminates' stock price soared 5.04% in early trading, continuing its recent positive momentum. The sharp upward movement follows a significant rebound in the previous session.

The company has implemented its fifth price increase this year, raising prices for FR-4 and PP materials by 15%. This hike occurred just 20 days after the previous one, marking the shortest pricing cycle in the firm's history and bringing cumulative year-to-date price increases to over 40%.

This aggressive pricing power is supported by surging demand from the AI computing sector, which is creating a tight supply environment for high-end copper-clad laminate (CCL). Lead times for M8/M9 high-speed CCL have extended to 4-6 months, with manufacturers restricting new orders. Furthermore, substantial capital expenditure growth of 79% year-over-year from North American cloud operators is fueling demand for core materials used in AI servers.

Market confidence is also reflected in sustained buying interest, with southbound capital recording net purchases of KB Laminates shares for 11 consecutive trading days, indicating strong expectations for the continuation of the favorable industry cycle.