Dongshan Precision (market cap ¥400bn) jumped more than 7% intraday Tuesday
afternoon as some PCB-related names moved, after supply-chain researcher
SemiAnalysis reported NVIDIA’s next‑generation Kyber AI server system could be
delayed by a year due to specialized circuit‑board manufacturing issues. The
claim triggered a global selloff in PCB plays the previous day. NVIDIA responded
on the 6th: “Our product roadmap remains unchanged.” Mizuho analyst Jordan Klein
said similar NVIDIA delay rumours have recurred and are largely
“attention‑seeking noise.”
