0148.HK
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by Jukan 1mo ago
LONG3w ago
“Although there was a temporary concern after SemiAnalysis saying that the midplane PCB in Kyber was delayed, AI PCB makers still face high demand. Strong signal.”Semi Doped
Kingboard Holdings is a major Chinese manufacturer of copper-clad laminates (CCL) and printed circuit boards. The ability to push through 10-15% price hikes demonstrates strong pricing power driven by relentless AI infrastructure demand.
0148.HKLONGIDEA · NOT YET PRICED
LONG1mo ago
“According to the latest disclosure from Kingboard, a leading CCL maker in mainland China, the price of glass fiber E glass raw material will be raised by 15% st”Jukan
Kingboard is raising E glass prices 15% this week as CCL material shortages deepen, giving the leading mainland CCL maker immediate pricing power with customers already accepting hikes.
0148.HKLONG@ $125.35
$39.99-68.10%
since call Jun 19
LONG1mo ago
“According to the latest disclosure from Kingboard, a leading CCL maker in mainland China, the price of glass fiber E glass raw material will be raised by 15% st”Jukan
Kingboard is the upstream CCL price-setter; its 15% E glass hike signals structural pricing power as AI server demand overwhelms supply across the chain.
0148.HKLONG@ $125.37
$39.99-68.10%
since call Jun 19