Movement Alert|Shenghong Technology Falls 3.11% in Regular Trading, NVIDIA Kyber Architecture Delay Aftershock Combined with Samsung and SK Hynix Substrate Price Cut Pressure Continues to Weigh on PCB Sector

Market Focus07-08

On July 8, Shenghong Technology fell 3.11% in regular trading, trading at 247.0 HKD/share, with turnover of HKD 247 million.

On the news front, semiconductor research firm SemiAnalysis previously disclosed that NVIDIA's Kyber NVL144 rack architecture faces major manufacturing challenges in its PCB midplane, resulting in a delay of over 12 months to 2028. Although NVIDIA subsequently responded that its product roadmap remains unchanged, the market continues to digest this negative development. Additionally, reports that Samsung Electronics and SK Hynix are demanding upstream PCB substrate suppliers cut prices in the second half have been fermenting since July 2, with sector selling pressure yet to fully dissipate.

Within the Electronic Components sector, peers also declined broadly, with LINGYI ITECH down 8.93%, LENS down 6.88%, KINGBOARD HLDG down 4.55%, and KB LAMINATES down 1.79%.

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