$KINGBOARD HLDG(00148.HK) surged directly by +25%. The issuance of the copper-clad laminate price increase letter, combined with the global tight supply of resin, instantly ignited the price hike logic of the laminate line 💪
$TTM Tech(TTMI.US) also rose by over six percentage points. US-listed PCB stocks are following the same price increase theme, just with less exaggerated elasticity compared to Hong Kong small-cap stocks. When upstream materials like copper foil and resin tighten up, it's these material segments that see the first reaction in pricing.
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