VGT Surges Nearly 17% in Late Trading on News of Soaring PCB Costs for New Nvidia Platform

Stock News05-22

VGT (02476) surged nearly 17% in late trading. By the time of writing, the stock was up 16.41% to HK$403, with a turnover of HK$3.379 billion. The catalyst for the move is news that Nvidia is expected to begin shipments of its Vera Rubin chip in the third fiscal quarter. Morgan Stanley released a research note stating that in Nvidia's upcoming next-generation Vera Rubin rack (VR200), the PCB cost has seen a massive increase of over 233% compared to the GB300. This will drive the total PCB consumption value to approximately $117,000, compared to just $35,000 for the GB300. Dongguan Securities noted that VGT possesses leading high-end PCB technology for AI computing power. With strong technical, product, and delivery capabilities, the company has gained recognition from numerous customers and plans to expand the supply scale of core products such as GPU accelerator cards and TPU supporting boards this year. As new production capacity is gradually brought online, the company's available high-end capacity is expected to grow further, customer orders are anticipated to accelerate, and it stands to fully benefit from the AI PCB wave.

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/1170819682?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-22 16:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1170819682","market":"fut","top_or_hot":-1,"title":"VGT Surges Nearly 17% in Late Trading on News of Soaring PCB Costs for New Nvidia Platform","media":"Stock News","content":"<p>VGT (02476) surged nearly 17% in late trading. By the time of writing, the stock was up 16.41% to HK$403, with a turnover of HK$3.379 billion. The catalyst for the move is news that Nvidia is expected to begin shipments of its Vera Rubin chip in the third fiscal quarter. Morgan Stanley released a research note stating that in Nvidia's upcoming next-generation Vera Rubin rack (VR200), the PCB cost has seen a massive increase of over 233% compared to the GB300. This will drive the total PCB consumption value to approximately $117,000, compared to just $35,000 for the GB300. Dongguan Securities noted that VGT possesses leading high-end PCB technology for AI computing power. With strong technical, product, and delivery capabilities, the company has gained recognition from numerous customers and plans to expand the supply scale of core products such as GPU accelerator cards and TPU supporting boards this year. As new production capacity is gradually brought online, the company's available high-end capacity is expected to grow further, customer orders are anticipated to accelerate, and it stands to fully benefit from the AI PCB wave.</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>VGT Surges Nearly 17% in Late Trading on News of Soaring PCB Costs for New Nvidia Platform</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\">\nVGT Surges Nearly 17% in Late Trading on News of Soaring PCB Costs for New Nvidia Platform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-05-22 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>VGT (02476) surged nearly 17% in late trading. By the time of writing, the stock was up 16.41% to HK$403, with a turnover of HK$3.379 billion. The catalyst for the move is news that Nvidia is expected to begin shipments of its Vera Rubin chip in the third fiscal quarter. Morgan Stanley released a research note stating that in Nvidia's upcoming next-generation Vera Rubin rack (VR200), the PCB cost has seen a massive increase of over 233% compared to the GB300. This will drive the total PCB consumption value to approximately $117,000, compared to just $35,000 for the GB300. Dongguan Securities noted that VGT possesses leading high-end PCB technology for AI computing power. With strong technical, product, and delivery capabilities, the company has gained recognition from numerous customers and plans to expand the supply scale of core products such as GPU accelerator cards and TPU supporting boards this year. As new production capacity is gradually brought online, the company's available high-end capacity is expected to grow further, customer orders are anticipated to accelerate, and it stands to fully benefit from the AI PCB wave.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"02476","symbol_name":"胜宏科技","start_time":0,"source_url":"","article_id":"1170819682","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1170819682","pubTimestamp":1779436826,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"VGT (02476) surged nearly 17% in late trading. By the time of writing, the stock was up 16.41% to HK$403, with a turnover of HK$3.379 billion. The catalyst for the move is news that Nvidia is...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"300476":"胜宏科技","02476":"胜宏科技","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK1170":"电子元件","PCB":"PCB Bancorp","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","BK4588":"碎股","BK0197":"中小创蓝筹","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK0214":"IT设备","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","VXUS":"国际股票ETF-Vanguard","BK4211":"区域性银行"},"translate_title":"由于Nvidia新平台PCB成本飙升的消息，VGT尾盘飙升近17%","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/47bf4fcc649bdfd20632962c7944cc63","symbols_score_info":{"300476":1,"PCB":1,"02476":1,"VXUS":1},"content_text":"VGT (02476) surged nearly 17% in late trading. By the time of writing, the stock was up 16.41% to HK$403, with a turnover of HK$3.379 billion. The catalyst for the move is news that Nvidia is expected to begin shipments of its Vera Rubin chip in the third fiscal quarter. Morgan Stanley released a research note stating that in Nvidia's upcoming next-generation Vera Rubin rack (VR200), the PCB cost has seen a massive increase of over 233% compared to the GB300. This will drive the total PCB consumption value to approximately $117,000, compared to just $35,000 for the GB300. Dongguan Securities noted that VGT possesses leading high-end PCB technology for AI computing power. With strong technical, product, and delivery capabilities, the company has gained recognition from numerous customers and plans to expand the supply scale of core products such as GPU accelerator cards and TPU supporting boards this year. As new production capacity is gradually brought online, the company's available high-end capacity is expected to grow further, customer orders are anticipated to accelerate, and it stands to fully benefit from the AI PCB wave.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","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,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.4","shortVersion":"4.42.4","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/1170819682","isCrawlerRequest":true}