On May 28, Kingboard Laminates rose 3.85% in regular trading, trading at HK$56.5/share with trading volume of HK$1.338 billion, extending its recent strong momentum.

On the news front, Kingboard Laminates issued its fourth price increase notice on May 27, raising board material prices by 10% and prepreg (PP) prices by 20%, effective immediately. The company cited elevated copper prices and rising glass cloth costs amid increasingly tight supply. The cumulative price increase has now exceeded 40% for the year, underscoring the company's dominant pricing power as the world's largest rigid CCL manufacturer with 14.4% global market share.

Additionally, Morgan Stanley's recent BOM teardown of NVIDIA's next-generation Rubin rack revealed that PCB value in the VR200 NVL72 cabinet surged 233% versus the prior generation, from US$35,100 to US$116,700, making PCB the top non-memory value gainer. Korean PCB manufacturers have placed extraordinary pre-orders with Chinese CCL suppliers over supply disruption concerns, extending lead times beyond six weeks for select high-end products. Sector peers FIT Hon Teng and Kingboard Holdings also advanced.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)