2025-12-24 08:24:05

The recent movements in the PCB sector have been quite significant. During the afternoon trading session, Shengyi Technology almost hit the daily limit, with its stock price reaching a new all-time high. Nanya New Materials, Jingwang Electronics, Huazheng New Materials, and Shengyi Electronics also surged accordingly.

Looking at the news, NVIDIA's GB300 series servers are making notable moves—small-scale shipments have already begun at the end of the year. At this pace, large-scale deployment is expected in the first half of next year. Some analysis institutions predict that the total shipment volume of GB300 cabinets could reach around 55,000 units next year, representing a year-on-year increase of 129%. If this target is achieved, the demand across the industry chain will be quite substantial.

Additionally, there's a detail to note: the next-generation Vera Rubin200 platform is expected to start shipments only in the fourth quarter of next year, indicating that this wave of server upgrades will be delayed further. The prosperity of the industry chain may need to be maintained for some time.

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MentalWealthHarvester

· 3h ago

PCB's rise is definitely not just hype; seeing NVIDIA's order volume really excites me... 55,000 units next year? How long will the supply chain take to catch up? Shengyi Technology is almost out of stock, how much shortage does that imply... Wait, Vera Rubin200 has to wait until Q4? Will this matter stay hot until the end of next year? Another long-term wealth code, brother... To be available until the second half of next year? I don't believe this wave will cool down...

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DAOdreamer

· 12h ago

This wave of GB300 really makes it hard to hold back; a 129% increase is almost frightening to say out loud... However, the question is, can these PCB manufacturers keep up with the production capacity?

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OnchainHolmes

· 12h ago

Shengyi Technology is almost hitting the limit, is this the wave where PCB really takes off? However, the forecast of 55,000 units sounds uncertain, it's an algorithm problem... Whether it can truly scale up in the first half of next year depends on the actual situation, don't want it to end up being just on paper growth again.

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HodlAndChill

· 12h ago

Bro, the logic behind this PCB wave really can't hold up anymore. As soon as the GB300 volume starts, it just keeps going nonstop.

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PonziDetector

· 12h ago

This wave of PCB is really intense, Shengyi Technology is almost hitting the limit... However, if the shipment volume of 55,000 units can truly be achieved, the industry chain will definitely be well-fed.

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UnruggableChad

· 12h ago

PCB this wave is really impressive, Shengyi Technology is almost hitting the ceiling... However, if the 55,000 units of GB300 actually come to fruition, it will depend on whether the production capacity can keep up.

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PanicSeller

· 12h ago

Shengyi Technology is about to hit the market, and this wave of AI server demand is indeed different. The growth rate of GB300 next year is quite impressive.

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MidnightTrader

· 13h ago

Shengyi is about to take off. The volume increase in GB300 has just begun, and there's still a long way for the industry chain to benefit.

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