Movement Alert｜Guanghe Technology Falls 4.66% in Regular Trading, PCB Sector Under Pressure as NVIDIA NVL144 Architecture Faces 12-Month Delay

Market Focus07-16

On July 16, Guanghe Technology (01989.HK) fell 4.66% in regular trading, trading at 142.8 HKD/share, with turnover of 17.27 million HKD. The PCB sector faced broad-based selling pressure.

On the news front, semiconductor research firm SemiAnalysis previously disclosed that NVIDIA's Kyber NVL144 rack architecture has been delayed by over 12 months due to yield bottlenecks in PCB mid-board manufacturing processes. The high-performance configuration was reportedly cancelled, retaining only a reduced-performance version. This development has materially dampened expectations for long-term orders across the AI server high-speed PCB supply chain.

Within the Electronic Components sector, KB Laminates fell 9.49%, Kingboard Holdings fell 5.01%, and VGT declined 2.20%, reflecting significant industry-wide selling pressure. On the upside, Sunny Optical rose 3.24% and Lens gained 6.50%.

Notably, Guanghe Technology had previously announced strong interim results, forecasting first-half net profit of RMB 9.1–9.6 billion, up 85%–95% year-over-year, driven by surging computing hardware demand and rising capacity utilization at its Thailand facility.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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/1159707378?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-16 09:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1159707378","market":"us","top_or_hot":-1,"title":"Movement Alert｜Guanghe Technology Falls 4.66% in Regular Trading, PCB Sector Under Pressure as NVIDIA NVL144 Architecture Faces 12-Month Delay","media":"Market Focus","content":"<p><p>On July 16, Guanghe Technology (01989.HK) fell 4.66% in regular trading, trading at 142.8 HKD/share, with turnover of 17.27 million HKD. The PCB sector faced broad-based selling pressure.</p><p>On the news front, semiconductor research firm SemiAnalysis previously disclosed that NVIDIA's Kyber NVL144 rack architecture has been delayed by over 12 months due to yield bottlenecks in PCB mid-board manufacturing processes. The high-performance configuration was reportedly cancelled, retaining only a reduced-performance version. This development has materially dampened expectations for long-term orders across the AI server high-speed PCB supply chain.</p><p>Within the Electronic Components sector, KB Laminates fell 9.49%, Kingboard Holdings fell 5.01%, and VGT declined 2.20%, reflecting significant industry-wide selling pressure. On the upside, Sunny Optical rose 3.24% and Lens gained 6.50%.</p><p>Notably, Guanghe Technology had previously announced strong interim results, forecasting first-half net profit of RMB 9.1–9.6 billion, up 85%–95% year-over-year, driven by surging computing hardware demand and rising capacity utilization at its Thailand facility.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>","source":null,"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>Movement Alert｜Guanghe Technology Falls 4.66% in Regular Trading, PCB Sector Under Pressure as NVIDIA NVL144 Architecture Faces 12-Month Delay</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\">\nMovement Alert｜Guanghe Technology Falls 4.66% in Regular Trading, PCB Sector Under Pressure as NVIDIA NVL144 Architecture Faces 12-Month Delay\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-07-16 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On July 16, Guanghe Technology (01989.HK) fell 4.66% in regular trading, trading at 142.8 HKD/share, with turnover of 17.27 million HKD. The PCB sector faced broad-based selling pressure.</p><p>On the news front, semiconductor research firm SemiAnalysis previously disclosed that NVIDIA's Kyber NVL144 rack architecture has been delayed by over 12 months due to yield bottlenecks in PCB mid-board manufacturing processes. The high-performance configuration was reportedly cancelled, retaining only a reduced-performance version. This development has materially dampened expectations for long-term orders across the AI server high-speed PCB supply chain.</p><p>Within the Electronic Components sector, KB Laminates fell 9.49%, Kingboard Holdings fell 5.01%, and VGT declined 2.20%, reflecting significant industry-wide selling pressure. On the upside, Sunny Optical rose 3.24% and Lens gained 6.50%.</p><p>Notably, Guanghe Technology had previously announced strong interim results, forecasting first-half net profit of RMB 9.1–9.6 billion, up 85%–95% year-over-year, driven by surging computing hardware demand and rising capacity utilization at its Thailand facility.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></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":"1159707378","we_media_id":"1054767329","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1159707378","pubTimestamp":1784166181,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Market Focus","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"summary":"On July 16, Guanghe Technology (01989.HK) fell 4.66% in regular trading, trading at 142.8 HKD/share, with turnover of 17.27 million HKD. The PCB sector faced broad-based selling pressure.On the news...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"01989":"广合科技"},"translate_title":"动向提醒|光和科技常规交易跌4.66%，英伟达NVL144架构面临12个月延期，PCB板块承压","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01989":1},"content_text":"On July 16, Guanghe Technology (01989.HK) fell 4.66% in regular trading, trading at 142.8 HKD/share, with turnover of 17.27 million HKD. The PCB sector faced broad-based selling pressure.On the news front, semiconductor research firm SemiAnalysis previously disclosed that NVIDIA's Kyber NVL144 rack architecture has been delayed by over 12 months due to yield bottlenecks in PCB mid-board manufacturing processes. The high-performance configuration was reportedly cancelled, retaining only a reduced-performance version. This development has materially dampened expectations for long-term orders across the AI server high-speed PCB supply chain.Within the Electronic Components sector, KB Laminates fell 9.49%, Kingboard Holdings fell 5.01%, and VGT declined 2.20%, reflecting significant industry-wide selling pressure. On the upside, Sunny Optical rose 3.24% and Lens gained 6.50%.Notably, Guanghe Technology had previously announced strong interim results, forecasting first-half net profit of RMB 9.1–9.6 billion, up 85%–95% year-over-year, driven by surging computing hardware demand and rising capacity utilization at its Thailand facility.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","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,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","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/1159707378","isCrawlerRequest":true}