NVIDIA is about to release the LPU rack, which is expected to ignite the PCB concept. Zhongying Technology and Kaige Precision Machinery hit the 20% daily limit.

K-LinePoet · 2026-03-04T00:59:03+00:00

March 2nd, PCB concept stocks rebounded after opening lower, with Ying Technology and Kega Precision hitting the daily limit, and Minbao Optoelectronics rising over 18%. The market expects Nvidia to increase demand for high-end PCBs, and Japanese material manufacturers are also raising prices for related products, driving industry growth. With strong AI demand, the PCB industry is shifting from quantity competition to value enhancement.

K-LinePoet

2026-03-04 00:59:03

Abstract generation in progress

On March 2nd, the PCB concept experienced a rebound after an early morning decline. As of the latest report, the component stocks Chinese Technology (300936) (300936.SZ) and Kaige Precision Machinery (301338) (301338.SZ) hit the 20% daily limit up, Minbao Optoelectronics (301362) (301362.SZ) surged over 18%, and Xinrui Co., Ltd. (688257.SH), Delong Laser (688170.SH), Matsui Co., Ltd. (688157.SH), and Debon Technology (688035.SH) also followed the upward trend.

In terms of news, market expectations suggest that NVIDIA’s (NVDA.US) next-generation chip architecture announced at the March GTC will significantly increase the number of high-end PCB layers. Additionally, Resonac, a Japanese semiconductor materials manufacturer, announced a price increase for copper-clad laminates (CCL), adhesive films, and other PCB materials starting March 1st, with increases exceeding 30%. Furthermore, the demand for high-multilayer and HDI boards in AI servers and data centers is exploding, continuously driving high-end PCB sales.

Citigroup research reports indicate that the pursuit of extreme AI computing power is shifting the PCB industry from “quantity competition” to “value leap,” with NVIDIA’s upcoming LPU rack at GTC potentially becoming a key catalyst for the high-end PCB sector.

Guojin Securities pointed out that strong AI demand is driving both PCB prices and volumes higher, with AI-PCB companies experiencing robust orders, full production, and aggressive expansion. The demand for AI copper-clad laminates remains strong, and leading mainland manufacturers are expected to benefit.

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