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Nvidia Says Roadmap Unchanged, after Purportedly Hitting PCB Mfg Snags for New AI Server Rack
07 Jul 2026 08:05
The printed circuit board (PCB) manufacturing for NVIDIA Corporation (NVDA.US)'s next-generation AI server rack system Kyber NVL144 has purportedly hit impasse, resulting in a delay of more than one year. Nvidia responded that the company's roadmap has not changed.

The reported delay further dampened market sentiment toward tech stocks. Hong Kong-listed PBC concept stocks declined yesterday (6th), with YOFC (06869.HK) plunging 14.76%; KB LAMINATES (01888.HK) sliding 12.55%; and KINGBOARD HLDG (00148.HK) tumbling 9.58%.
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SG Top Picks
Stock & Type Code Strike(Call Level) Last Effective Gearing
KINGB (C) 13946 141.48 (-) 0.080 3.1 X
KINGB (C) 13565 96 (-) 0.300 2.7 X
KINGB (C) 29979 83 (-) 0.340 2.7 X
KINGB (P) 13902 78 (-) 0.203 1.4 X
KINGB (P) 13667 65.5 (-) 0.119 1.8 X
KBLH (C) 13903 118.88 (-) 0.096 2.7 X
KBLH (C) 13843 86.88 (-) 0.144 2.5 X
KBLH (C) 29788 70 (-) 0.335 2.5 X
KBLH (P) 13906 62 (-) 0.157 1.3 X
KBLH (P) 13661 52 (-) 0.095 1.6 X
YOFC (C) 26656 240 (-) 0.191 3.1 X
YOFC (C) 27293 199.8 (-) 0.243 3.1 X
YOFC (Bull) 55802 119 (128) 0.089 3.6 X
YOFC (Bear) 55809 209 (200) 0.100 3.2 X
Nvidia (C) 11185 275 (-) 0.150 5.7 X
Nvidia (P) 11090 168 (-) 0.164 4.1 X

 

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