Kingboard Holdings

Headlines · 2

1. Oct 22
   AI server demand tightens thin fiberglass supply; CCL prices may rise 10–15% from November

   TechNews, citing supply-chain sources, reports that fiberglass cloth and copper clad laminate (CCL) suppliers are preparing price increases of roughly 10–15%, with the earliest effective date in November, though actual changes depend on product specification and supplier. Supply of thin fiberglass cloth grades such as 2116, 1080 and 1078 is described as especially tight, with little short-term relief expected. Rising demand from AI servers, high-speed switches and data centers is cited as driving demand for high-end Low Dk and Low Df fiberglass cloth. The report also says supply-chain surveys show Chinese CCL leader Kingboard has raised prices 12 times this year, with 1080-grade E-glass cloth up about 300% from low to high, claims not confirmed by the company.

   科技新报 · 🔥 0
2. Oct 12
   AI-driven PCB boom lifts Kingboard unit, parent still trades at 34% discount

   An analysis republished by TMTPost (written by Jinduan) says AI compute demand has pushed copper-clad laminate (CCL) and PCB demand to a cyclical high: it states the top nine global cloud providers' combined 2026 capex exceeds US$886.7 billion, up nearly 90% year on year, and that the PCB prosperity index rose from roughly 1,000 to 4,800 in under three years. Kingboard Laminates, the CCL leader, reported H1 2026 revenue of HK$12.474 billion (+61.63%) and EBITDA up 172%, giving it a HK$158 billion market value, while parent Kingboard Holdings — holder of 61.69% — is valued at HK$64.7 billion, a discount of at least 34%. The article also flags announced expansions equal to about 70% of existing capacity and more than HK$20 billion of share sales by Kingboard shareholders and executives in 2026.

   钛媒体 · 🔥 0

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