HK Stock Market Move | PCB concept stocks leading the way with increased gains, NVIDIA's Rubin chip to be shipped in the second half of the year, driving demand for high-end PCBs.

PCB concept stock rose, as of the time of writing, Shenzhen Han's CNC Technology (03200) rose by 8.21%, to 178 Hong Kong dollars. DELTON (01989) rose by 4%, to 182 Hong Kong dollars; Victory Giant Technology (02476) rose by 1.59%, to 356.8 Hong Kong dollars; KB LAMINATES (01888) rose by 1.18%, to 46.14 Hong Kong dollars. On the news front, during the first-quarter earnings conference call, NVIDIA's CFO outlined the timetable to investors, confirming that the next-generation Rubin architecture chips are progressing as planned and will begin shipping in the second half of this year. It is reported that NVIDIA Rubin and Rubin Ultra architecture iterations will bring high-end demand to the PCB industry through the replacement of copper cables with PCB mid-boards and orthogonal backboards. Soochow released a research report stating that the production of Rubin and Ironwood 7 is imminent, leading to continuous increase in demand for PCB equipment and supplies. The report pointed out that starting from the second quarter of 2026, the PCB industry chain is expected to enter a peak season of high prosperity, with a focus on the performance of PCB chain equipment.