Reports of delays to NVIDIA's Kyber NVL144 racks prompted sharp falls in PCB and AI-hardware suppliers, with Japan's Ibiden tumbling as much as 10% and Samsung Electro‑Mechanics down 11% as markets priced potential slippage in next‑gen racks into upstream PCB, substrate and materials demand. Analysts say the move was amplified by stretched AI-sector sentiment after recent rallies; Allspring's Gary Tan said a Kyber delay does not necessarily imply weaker AI capex and may simply reflect longer dep

Reports of delays to NVIDIA's Kyber NVL144 racks prompted sharp falls in PCB and AI-hardware suppliers, with Japan's Ibiden tumbling as much as 10% and Samsung Electro‑Mechanics down 11% as markets priced potential slippage in next‑gen racks into upstream PCB, substrate and materials demand. Analysts say the move was amplified by stretched AI-sector sentiment after recent rallies; Allspring's Gary Tan said a Kyber delay does not necessarily imply weaker AI capex and may simply reflect longer deployment time for NVIDIA's most aggressive next‑generation architecture. Traders also cited profit‑taking, sector rotation, pre‑US July 4 holiday reopening caution and potential fund‑flow disruption from a possible SK Hynix US IPO as additional drivers. Market attention now turns to Samsung Electronics' Tuesday results for signals on memory and AI supply‑chain demand and whether the semiconductor cycle can sustain current valuations.