HANS CNC Shares Surge Over 5% as PCB Sector's Strategic Role Gains Traction

Stock News12:00

HANS CNC (03200) rose more than 5% in Hong Kong trading. At the time of writing, the stock was up 5.63% to HK$116.3, with a turnover of HK$62.3924 million. The rally follows a recent speech by Jensen Huang at the GTC conference, which highlighted the Rubin series architecture, Rubin Ultra architecture, and Groq 3 LPU cabinet architecture. According to the presentation, a single LPU server consists of 32 trays, each integrating 8 LPU chips, with one cabinet containing 256 LPU chips in total. Soochow Securities noted that compared to previous cabinet architectures, the number of trays per cabinet—equivalent to the quantity of PCBs—has increased significantly, representing new incremental demand for the PCB segment. The LPU's higher requirements for signal latency and loss reduction during inference processes are driving upgrades in PCB materials and layer counts as a clear development trend. The brokerage believes that the certainty and importance of PCBs are progressively increasing, with market expansion expected to continue.

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