Movement Alert｜Shenghong Technology Rises 3.04% in Regular Trading, NVIDIA Rubin Rack PCB Value Surge of 233% Continues to Catalyze

Market Focus06-03 09:44

On June 3, Shenghong Technology (02476.HK) rose 3.04% in regular trading, trading at HK$418.4/share, with trading volume of HK$237 million, extending its recent strong upward momentum.

On the news front, Morgan Stanley previously released a BOM teardown report on NVIDIA's next-generation Vera Rubin rack, showing that per-rack PCB costs surged from US$35,100 for GB300 to US$116,700, representing a 233% increase — the highest growth among all non-memory components. Additionally, NVIDIA launched its N1X flagship AI PC chip at Computex, with Shenghong Technology securing a core supply position leveraging its ultra-high layer-count PCB process capabilities, significantly boosting per-unit PCB value for AI PCs versus traditional PCs.

As NVIDIA's Tier-1 core PCB supplier commanding 50%-55% of global AI server PCB orders, Shenghong Technology stands as a direct beneficiary of this substantial value migration across both data center and edge computing segments.

(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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