Stock Track | KB LAMINATES Soars 5.01% Intraday on MLCC Price Hike Signals and AI Server Demand Recovery

Stock Track06-03

KB LAMINATES (01888) experienced a significant intraday surge of 5.01%, extending its recent rebound momentum. The stock's movement follows a period of adjustment where it had previously plunged over 12% in a single session.

The price increase is attributed to positive signals in the MLCC (multilayer ceramic capacitor) market, where price hike indications have been reported. In the current AI server bill-of-materials cost structure, MLCC has risen to become the third-largest cost item, following only GPUs and memory chips. The pricing dynamics for MLCC are resonating with the tight supply-demand conditions in the copper-clad laminate market, bolstering expectations for Kingboard Laminates' business cycle outlook.

Additionally, industry analysis indicates that Nvidia's Rubin architecture is driving substantial increases in per-cabinet MLCC value, rising from approximately $3,000 in the H100 era to around $22,000. This clear volume-and-price uplift logic is supporting the broader PCB supply chain, while the stock's recent decline had created technical rebound demand after entering oversold territory.

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