KB LAMINATES Surges Over 6% Intraday as AI Copper Clad Laminates Drive New Industry Growth

Deep News11-27

KB LAMINATES (01888) rose more than 6% intraday. At the time of writing, the stock was up 2.28% to HK$11.62, with a trading volume of HK$191 million.

Industrial research indicates that AI copper clad laminates (CCL) are becoming the engine for the industry's next growth phase. Estimates suggest the AI CCL market (covering AI servers, switches, and optical modules) will reach $2.2 billion in 2025, a 100% year-on-year increase. By 2026, driven by ASIC volume expansion and Nvidia’s new M9-grade CCL upgrades, the AI CCL market is projected to grow to $3.4 billion, up 60% year-on-year. By 2028, the market is expected to expand further to $5.8 billion, with a compound annual growth rate (CAGR) of 52% from 2024 to 2028.

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