Movement Alert｜Guanghe Technology Rises 3.36% in Regular Trading, PCB Sector Rebounds Collectively After Digesting NVIDIA Kyber Delay Impact

Market Focus07-20

On July 20, Guanghe Technology rose 3.36% in regular trading, trading at 119.6 HKD/share, with turnover of HKD 18.40 million. The rebound comes as the PCB sector collectively recovers following a multi-day selloff triggered by NVIDIA Kyber NVL144 delay concerns.

Earlier, semiconductor research firm SemiAnalysis disclosed that NVIDIA's Kyber NVL144 rack architecture was delayed over 12 months due to PCB midboard yield bottlenecks. The news dealt a significant blow to the AI server high-speed PCB supply chain, sending the sector into consecutive sessions of sharp declines. However, NVIDIA subsequently responded that its overall product roadmap remains unchanged. UBS also noted the delay only involves the top-tier flagship solution and has limited impact on full-year earnings. After sustained adjustments, market sentiment has gradually recovered.

Notably, Guanghe Technology recently issued a first-half earnings preview projecting net profit of RMB 910–960 million, representing year-over-year growth of 85.12%–95.29%, driven by surging computing hardware demand and ramping production 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.

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