据悉，KINGBOARD HLDG (00148) rose over 5%, as of the time of writing, up 5.04%, reported at 18.76 Hong Kong dollars, with a transaction amount of 24.6538 million Hong Kong dollars.
According to Zhituo Finance APP, KINGBOARD HLDG (00148) has risen over 5%, with an increase of 5.49% as of the report, priced at HKD 18.84, with a transaction volume of 26.2786 million HKD.
In terms of news, Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. Previously, Microsoft announced that its AI Datacenter spending for the fiscal year 2025 would be 80 billion dollars, and the trend of high growth in capital expenditure for North American Cloud vendors in fiscal year 2025 is confirmed. China Merchants noted that driven by AI technology and applications, Servers will be the fastest-growing application area for PCBs. The bank believes that this AI-driven technological innovation cycle will last longer and generate a broader market demand, with the domestic PCB Industry continuing to upgrade and expand mid-to-high-end capacities and layout overseas capacities, resulting in sustainable performance release.
It is reported that KINGBOARD HLDG is a global leader in Copper Clad Laminates, and is positioned in both upstream raw materials and the downstream PCB Industry Chain. According to the company’s 2024 interim report, the group is vigorously developing a research and development center for Copper Clad Laminates, equipped with advanced equipment. The group has successfully developed several high-frequency and high-speed products that can be applied to the GPU Main Board in AI Servers, and in the future, it will be able to meet the product needs of downstream customers comprehensively and collaborate with high-quality customers to promote the certification of the group’s products by end customers.
