Stock Track | DELTON Soars 5.21% Intraday as PCB Sector Rebounds on Supplier Price Hikes and Strong AI Server Demand

Stock Track
06/03

DELTON's stock soared 5.21% during intraday trading on Wednesday, as the printed circuit board (PCB) sector staged a broad recovery.

The rebound follows a multi-day selloff in the sector driven by concerns over surging upstream raw material costs. Major copper-clad laminate suppliers have begun issuing price increase notices for the third quarter, with hikes generally in the range of 10% to 15%. This marks the second industry-wide price adjustment this year and follows cumulative increases exceeding 40% from a key supplier earlier in the year.

The movement is also supported by accelerating procurement activity in the AI PCB supply chain and sustained strong demand for AI servers. DELTON, which serves as a core PCB supplier to Dell, benefits from this trend. Dell recently reported explosive growth in its AI server business and raised its full-year guidance, with DELTON deriving approximately 30% of its revenue from the technology giant.

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