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

Stock Track06-03

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.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1148464026?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-03 10:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1148464026","market":"hk","top_or_hot":-1,"title":"Stock Track | DELTON Soars 5.21% Intraday as PCB Sector Rebounds on Supplier Price Hikes and Strong AI Server Demand","media":"Stock Track","content":"<p>DELTON's stock soared 5.21% during intraday trading on Wednesday, as the printed circuit board (PCB) sector staged a broad recovery.</p><p>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.</p><p>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.</p>","source":"ai_movement_en","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | DELTON Soars 5.21% Intraday as PCB Sector Rebounds on Supplier Price Hikes and Strong AI Server Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | DELTON Soars 5.21% Intraday as PCB Sector Rebounds on Supplier Price Hikes and Strong AI Server Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-06-03 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DELTON's stock soared 5.21% during intraday trading on Wednesday, as the printed circuit board (PCB) sector staged a broad recovery.</p><p>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.</p><p>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.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01989","symbol_name":"广合科技","start_time":0,"source_url":"","article_id":"1148464026","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1148464026","pubTimestamp":1780454505,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"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...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"01989":"广合科技"},"translate_title":"个股追踪|德尔顿盘中飙升5.21%，PCB板块因供应商涨价和AI服务器需求强劲而反弹","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01989":1},"content_text":"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.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1148464026","isCrawlerRequest":true}