--- title: "Understanding the Market | PCB Concept Stocks Lead in Gains, NVIDIA's Rubin Chip Shipment in the Second Half of the Year Drives High-End Incremental Demand for PCBs" type: "News" locale: "en" url: "https://longbridge.com/en/news/287142114.md" description: "PCB concept stocks are leading in gains. As of the time of publication, Dazhu CNC is up 8.21%, trading at HKD 178. Guanghe Technology is up 4%, trading at HKD 182; Shenghong Technology is up 1.59%, trading at HKD 356.8; Jiantao Laminates is up 1.18%, trading at HKD 46.14. On the news front, during the first fiscal quarter earnings call, NVIDIA's CFO clarified the timeline to investors, confirming that the next-generation Rubin architecture chips are progressing as planned and will begin shipping in the second half of this year. It is reported that NVIDIA's Rubin and Rubin Ultra architecture iterations upgrade by replacing copper cables with PCB middle boards and orthogonal backplanes, bringing high-end incremental demand to the PCB industry. Soochow Securities released a research report stating that mass production of Rubin and Ironwood 7 is imminent, and demand for PCB equipment and consumables continues to rise. The firm pointed out that starting from Q2 2026, the PCB industry chain is expected to enter a high prosperity season, with a focus on the performance of PCB chain equipment" datetime: "2026-05-21T01:46:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287142114.md) - [en](https://longbridge.com/en/news/287142114.md) - [zh-HK](https://longbridge.com/zh-HK/news/287142114.md) --- # Understanding the Market | PCB Concept Stocks Lead in Gains, NVIDIA's Rubin Chip Shipment in the Second Half of the Year Drives High-End Incremental Demand for PCBs According to Zhitong Finance APP, PCB concept stocks are among the top gainers. As of the time of publication, Dazhu CNC (03200) rose by 8.21%, trading at HKD 178. Guanghe Technology (01989) increased by 4%, trading at HKD 182; Shenghong Technology (02476) rose by 1.59%, trading at HKD 356.8; Jiantao Laminates (01888) increased by 1.18%, trading at HKD 46.14. On the news front, during the Q1 earnings call, NVIDIA's CFO clarified the timeline to investors, confirming that the next-generation Rubin architecture chips are progressing as planned and will begin shipping in the second half of this year. It is reported that NVIDIA's Rubin and Rubin Ultra architectures are iteratively upgraded, replacing copper cables with PCB middle boards and orthogonal backplanes, bringing high-end incremental demand to the PCB industry. Dongwu Securities released a research report stating that mass production of Rubin and Ironwood 7 is imminent, and demand for PCB equipment and consumables continues to rise. The firm pointed out that starting from Q2 2026, the PCB industry chain is expected to enter a high prosperity season, with a focus on the performance of PCB chain equipment ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [001389.CN](https://longbridge.com/en/quote/001389.CN.md) - [300476.CN](https://longbridge.com/en/quote/300476.CN.md) - [03200.HK](https://longbridge.com/en/quote/03200.HK.md) - [301200.CN](https://longbridge.com/en/quote/301200.CN.md) - [01989.HK](https://longbridge.com/en/quote/01989.HK.md) - [02476.HK](https://longbridge.com/en/quote/02476.HK.md) - [01888.HK](https://longbridge.com/en/quote/01888.HK.md) - [601555.CN](https://longbridge.com/en/quote/601555.CN.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Lamda wins cloud deal with Hudson River Trading to supply access to Nvidia chips](https://longbridge.com/en/news/287059961.md) - [Nvidia market value reaching $6 trillion 'likely to happen': R 'Ray' Wang](https://longbridge.com/en/news/287248071.md) - [Here's how Nvidia stock has historically performed after earnings: Chart of the day](https://longbridge.com/en/news/286743878.md) - [Nvidia stock heads for 3-day losing streak. That could be a good thing.](https://longbridge.com/en/news/286911774.md) - [The big gating factor for advanced generative intelligence in our country is power, says Jim Cramer](https://longbridge.com/en/news/286483116.md)