DELTON's stock surged 5.38% during intraday trading on Wednesday, reflecting strong momentum in the PCB (Printed Circuit Board) sector.

The broader PCB concept stocks remained active in trading, with several peers also posting gains. The movement is attributed to sector-wide factors including price increases by industry players like KINGBOARD HLDG, which issued a notice to raise prices for board materials by 10% and PP materials by 20% due to persistently high copper prices and tightening glass cloth supply. This indicates potential margin improvements for PCB manufacturers.

Furthermore, a Morgan Stanley research report highlighted a significant increase in PCB value within AI servers. The analysis of NVIDIA's next-generation Rubin platform AI server rack shows the PCB value per rack soared 233% to $116,700, compared to the previous GB300 model, driven by new modules and specification upgrades. This underscores robust demand growth in computing power scenarios, benefiting PCB suppliers like DELTON.