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Circuit board stocks surged on a profit warning, and big firms continue to be bullish
July 15, 2026
Circuit board stocks’ earnings-surprise spark a sharp jump; large institutions continue to show optimism
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In the recent period, speculative enthusiasm in AI-related PCB (printed circuit board) sectors has cooled down. Several leading stocks have already retreated from their highs by close to half. However, multiple PCB-related companies listed in both mainland China and Hong Kong issued positive earnings alerts this week. Combined with the dispersal of negative supply-chain rumors, the PCB sector rebounded collectively yesterday. Brokerages remain optimistic about the industry outlook. Nomura believes that technological upgrade and innovation will be the main thrust for the PCB industry over the next few years, driving increases in average product unit prices and margin expansion, and providing support for ...
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