Movement Alert|Kingboard Laminates Falls 3.32% in Regular Trading, NVIDIA Kyber Architecture Delay Continues to Pressure PCB Sector

Market Focus
07/07

On July 7, Kingboard Laminates fell 3.32% in regular trading, trading at approximately HK$70.65/share, with turnover of HK$1.29 billion, extending the prior session's weakness.

On the news front, semiconductor research firm SemiAnalysis previously disclosed that NVIDIA's Kyber NVL144 high-end compute rack faces significant challenges in PCB mid-board manufacturing processes, with the overall timeline delayed by more than 12 months to 2028. The alternative NVL72x2 back-to-back architecture has also been cancelled. As a leading copper clad laminate manufacturer that had previously benefited from AI compute demand and six rounds of price hikes this year driving substantial share price appreciation, the postponement of high-end demand coupled with profit-taking pressure continues to weigh on the stock.

Within the Electronic Components sector, the overall tone remains weak. Among peers, Kingboard Holdings fell 3.25%, VGT declined 2.57%, and Lingyi iTech dropped 4.76%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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