Success88
06-10
PPE indeed lack of supplier. Is the demand that push up the price.
Nvidia Rubin Rack PCB Value Surge 233% Sparks Price Increases and Shares of Kingboard Group and Shenghong Technology
Morgan Stanley released the Nvidia Rubin rack BOM disassembly report, and the value of PCB rose from $35,100 to $116,700, an increase of 233%. Kingboard Group issued a price increase notice to customers due to the price increase of raw materials, with the price increase of sheet metal by 10% and the price increase of PP materials by 20%. As a core supplier, Shenghong Technology's share price rose by more than 3%, benefiting significantly.
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