Movement Alert|Hans CNC Falls 3.15% in Regular Trading, NVIDIA Kyber Delay Controversy Continues to Weigh on PCB Equipment Leader

Market Focus
Jul 08

On July 8, Hans CNC fell 3.15% in regular trading to 131.8 HKD/share, with turnover of HKD 145 million, marking its third consecutive trading day of decline.

On the news front, despite NVIDIA officially responding that its product roadmap remains intact, research firm SemiAnalysis published another detailed report on July 7 elaborating on why the Kyber NVL144 rack architecture faces delays exceeding 12 months due to PCB midplane manufacturing process bottlenecks. Market concerns over the pace of PCB equipment demand have not subsided. As the worlds largest supplier of PCB-dedicated equipment according to industry data, Hans CNC derives its core growth from AI computing PCB demand. The Kyber delay controversy directly impacts market expectations for the companys high-end drilling and laser equipment order ramp timeline. Earlier this week, Asian PCB-related stocks suffered broad selloffs, with Ibiden falling as much as 10% and Kingboard Laminates plunging 18% intraday.

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