In addition, some market opinions last week indicated that the servers of Nvidia GB200 will be officially released in the second half of the year, and AI servers and PCBs will mainly be added in GPU board groups. Analysts believe that AI is expected to become a new driving force for the growth of the PCB industry. At the same time, with the improvement of the machine integration, the usage of HDI circuit boards is expected to continue to increase, and Nvidia GB200 is expected to significantly increase the usage of HDI circuit boards.

Citigroup released a research report stating that it will initiate a 90-day upward catalytic observation on KB Laminates due to the expected release of profit news in mid-July; it is expected that the company's shareholder earnings in the first half of this year will increase by 82% year-on-year to RMB 768 million. The report mentioned that the company's stock price has fallen by about 17% from the beginning of the year to the present, while the copper price during the same period has fallen by about 10% to USD 9,600 per ton. In the past ten years, the company's stock price has been closely related to the cost of copper, which is the company's largest cost component.

Zhongshan Jiantao Electronics Co Ltd (01888) is now up over 4%. As of press time, it has risen by 4.5% to HKD 9.05, with a turnover of HKD 13.72 million.