Hong Kong Stocks Surge: PCB Value in Rubin Architecture Soars 233%, VGT and KB LAMINATES Hit New Highs

Stock News05-26

PCB concept stocks continue to rise, with VGT (02476) and KB LAMINATES (01888) reaching new all-time highs this morning. As of the latest update, VGT is up 8.18% to HK$436.6, while KB LAMINATES has gained 7.44% to HK$54.9.

The surge follows a recent analysis by Morgan Stanley on Nvidia's next-generation Rubin rack. The Bill of Materials (BOM) for the Nvidia VR200 NVL72 cabinet has increased by approximately 95% to $7.803 million compared to the GB300. Notably, the value of PCBs within the system has surged by 233% year-on-year, marking the highest increase among non-memory components. The PCB value per cabinet has jumped from $35,100 to $116,700.

It is important to highlight that the PCB industry has entered a price increase cycle this year, characterized by rising volumes and prices, strong order books, and extended delivery times. Since May, the industry has witnessed a new round of collective price hikes. The costs of upstream raw materials, including copper-clad laminates, high-end copper foil, electronic cloth, and specialty resins, continue to climb, driving up the prices of finished PCB products.

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.

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