Changes in Hong Kong stocks | AI computing power sparks high-end PCB boom, Chaochip (09630) rises more than 15%, Dingtai Hi-Tech (01377) rises more than 7%

Zhitongcaijing · 2d ago

The Zhitong Finance App learned that PCB concept stocks rose in the afternoon. As of press release, Chipboard (09630) rose 15.07% to HK$323.8; Dingtai Hi-Tech (01377) rose 7.65% to HK$363; Jiantao Laminate (01888) rose 5.04% to HK$39.62; and Shenghong Technology (02476) rose 4.29% to HK$223.6.

According to the news, according to CCTV Finance, due to the explosion in demand for AI computing power, high-end printed circuit board PCBs are in short supply. Prices continue to rise, and orders from leading manufacturers have been locked in until 2027. The head of a motherboard manufacturer explained that the first increase in PCB prices began with high-speed PCBs. High-speed PCBs are mainly used on server motherboards with high computing power, and the price increase of high-speed PCBs has far exceeded three to four times. CITIC Construction Investment released a research report saying that with the demand for orthogonal backboards and the upgrade of the Cowop process, future PCBs will be more similar to semiconductors, and their value will steadily increase.

In addition, recently listed PCB and copper-clad board companies have concentrated on issuing mid-term performance forecasts. Companies such as Dongshan Precision, Shengyi Electronics, Shanghai Electric Power Co., Ltd., Shennan Circuit, and Shengyi Technology are all expected to achieve high growth in semi-annual results. Galaxy Securities believes that with the continuous development of AI, demand for high-multi-layer PCBs and HDI is better, and companies related to the industrial chain are expected to continue to benefit.