Nanya New Material
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- 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.
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