HANS CNC (03200) rose more than 5% during the session. At the time of writing, the stock was up 4.46% to HK$114.7, with a turnover of HK$9.1244 million. Everbright Securities noted in a research report that NVIDIA plans to introduce an LPU solution in its new chip architecture, signaling a shift in the AI computing market from general-purpose computing to specialized inference. If NVIDIA's LPU solution is implemented, it is expected to significantly increase the required area for PCBs and raise the difficulty of PCB substrate processing, which is likely to drive substantial incremental demand for PCB micro-drills and PCB processing equipment. The report recommends focusing on equipment manufacturers in core PCB manufacturing processes. GF Securities pointed out that the AI wave is driving high-end iterations in PCBs, with the drilling segment benefiting from both demand growth and structural upgrades. Previously, domestic suppliers mainly provided low-end mechanical drilling machines and CCD drilling machines, while the market for AI PCB laser drilling machines was largely monopolized by Mitsubishi. As Mitsubishi faces supply shortages and extended lead times, domestic suppliers are expected to make breakthroughs in laser drilling machines for key customers. Since ultra-fast drilling machines use cold processing methods, they are likely to become a superior solution for laser drilling of M9 materials. Currently, domestic players represented by HANS CNC are actively making breakthroughs. Market share gains, increased value, and new technologies are expected to drive rapid growth in the company's potential.
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