Stock Track | Shenghong Technology (VGT) Soars 5.00% Intraday on NVIDIA AI Chip Catalysts and PCB Industry Price Hikes

Stock Track06-03 10:33

Shenghong Technology's stock, trading under the code 02476, surged 5.00% during intraday trading on Wednesday, marking a significant upward movement for the PCB manufacturer.

The rally is primarily driven by two key industry developments. First, 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 reflects tight supply and rising raw material costs.

More specifically for Shenghong Technology, the company is a direct beneficiary of NVIDIA's latest AI advancements. A teardown report of NVIDIA's next-generation Vera Rubin rack shows that per-rack PCB costs have surged 233% compared to previous models. Furthermore, with the launch of NVIDIA's N1X flagship AI PC chip, Shenghong Technology has secured a core supply position leveraging its advanced PCB process capabilities. As NVIDIA's Tier-1 core PCB supplier commanding 50%-55% of global AI server PCB orders, the company stands to benefit significantly from this substantial value migration in both data center and edge computing segments.

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