HK Stock Market Move | Shenzhen Han's CNC Technology (03200) up more than 5% PCB certainty and importance gradually increased.

Shenzhen Han's CNC Technology (03200) rose more than 5%, as of the time of writing, it rose by 5.63% to HKD 116.3, with a turnover of HKD 62.3924 million. On the news front, Huang Renxun recently gave a speech at the GTC conference, focusing on the Rubin series architecture, Rubin Ultra architecture, and Groq 3 LPU cabinet architecture. According to the press conference, a single LPU server is made up of 32 trays, with each tray integrating 8 LPU chips, and a single cabinet containing 256 LPU chips. Soochow mentioned that compared to previous cabinet architectures, the number of trays in a single cabinet (equivalent to PCB quantity) has significantly increased, which is an addition in the PCB process. The requirements for signal cheapness and signal loss during the inference process of LPU have increased, with PCB material upgrades and layer increases being a direction for deterministic upgrade. The industry believes that the gradual increase in determinism and importance of PCB will continue to expand the market space.