Stock Track | DELTON Soars 5.38% Intraday Amid PCB Sector Rally Driven by Price Hikes and AI Server Demand

Stock Track05-27

DELTON's stock surged 5.38% during intraday trading on Wednesday, reflecting strong momentum in the PCB (Printed Circuit Board) sector.

The broader PCB concept stocks remained active in trading, with several peers also posting gains. The movement is attributed to sector-wide factors including price increases by industry players like KINGBOARD HLDG, which issued a notice to raise prices for board materials by 10% and PP materials by 20% due to persistently high copper prices and tightening glass cloth supply. This indicates potential margin improvements for PCB manufacturers.

Furthermore, a Morgan Stanley research report highlighted a significant increase in PCB value within AI servers. The analysis of NVIDIA's next-generation Rubin platform AI server rack shows the PCB value per rack soared 233% to $116,700, compared to the previous GB300 model, driven by new modules and specification upgrades. This underscores robust demand growth in computing power scenarios, benefiting PCB suppliers like DELTON.

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/1179196061?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-27 10:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1179196061","market":"sg","top_or_hot":-1,"title":"Stock Track | DELTON Soars 5.38% Intraday Amid PCB Sector Rally Driven by Price Hikes and AI Server Demand","media":"Stock Track","content":"<p>DELTON's stock surged 5.38% during intraday trading on Wednesday, reflecting strong momentum in the PCB (Printed Circuit Board) sector.</p><p>The broader PCB concept stocks remained active in trading, with several peers also posting gains. The movement is attributed to sector-wide factors including price increases by industry players like KINGBOARD HLDG, which issued a notice to raise prices for board materials by 10% and PP materials by 20% due to persistently high copper prices and tightening glass cloth supply. This indicates potential margin improvements for PCB manufacturers.</p><p>Furthermore, a Morgan Stanley research report highlighted a significant increase in PCB value within AI servers. The analysis of NVIDIA's next-generation Rubin platform AI server rack shows the PCB value per rack soared 233% to $116,700, compared to the previous GB300 model, driven by new modules and specification upgrades. This underscores robust demand growth in computing power scenarios, benefiting PCB suppliers like DELTON.</p>","source":"ai_movement_en","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>Stock Track | DELTON Soars 5.38% Intraday Amid PCB Sector Rally Driven by Price Hikes and AI Server Demand</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\">\nStock Track | DELTON Soars 5.38% Intraday Amid PCB Sector Rally Driven by Price Hikes and AI Server Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-27 10:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DELTON's stock surged 5.38% during intraday trading on Wednesday, reflecting strong momentum in the PCB (Printed Circuit Board) sector.</p><p>The broader PCB concept stocks remained active in trading, with several peers also posting gains. The movement is attributed to sector-wide factors including price increases by industry players like KINGBOARD HLDG, which issued a notice to raise prices for board materials by 10% and PP materials by 20% due to persistently high copper prices and tightening glass cloth supply. This indicates potential margin improvements for PCB manufacturers.</p><p>Furthermore, a Morgan Stanley research report highlighted a significant increase in PCB value within AI servers. The analysis of NVIDIA's next-generation Rubin platform AI server rack shows the PCB value per rack soared 233% to $116,700, compared to the previous GB300 model, driven by new modules and specification upgrades. This underscores robust demand growth in computing power scenarios, benefiting PCB suppliers like DELTON.</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":"1179196061","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1179196061","pubTimestamp":1779849274,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"DELTON's stock surged 5.38% during intraday trading on Wednesday, reflecting strong momentum in the PCB (Printed Circuit Board) sector.The broader PCB concept stocks remained active in trading, with...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"01989":"广合科技"},"translate_title":"个股追踪|价格上涨和AI服务器需求推动PCB板块反弹，德尔顿盘中飙升5.38%","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01989":1},"content_text":"DELTON's stock surged 5.38% during intraday trading on Wednesday, reflecting strong momentum in the PCB (Printed Circuit Board) sector.The broader PCB concept stocks remained active in trading, with several peers also posting gains. The movement is attributed to sector-wide factors including price increases by industry players like KINGBOARD HLDG, which issued a notice to raise prices for board materials by 10% and PP materials by 20% due to persistently high copper prices and tightening glass cloth supply. This indicates potential margin improvements for PCB manufacturers.Furthermore, a Morgan Stanley research report highlighted a significant increase in PCB value within AI servers. The analysis of NVIDIA's next-generation Rubin platform AI server rack shows the PCB value per rack soared 233% to $116,700, compared to the previous GB300 model, driven by new modules and specification upgrades. This underscores robust demand growth in computing power scenarios, benefiting PCB suppliers like DELTON.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","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":"4.43.1","shortVersion":"4.43.1","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/1179196061","isCrawlerRequest":true}