The PCB concept changed and increased in the afternoon. Shenghong Technology rose nearly 10%, and Shennan Circuit continued to reach a record high with a rise of nearly 5%. Fangbang Co., Ltd., Yibo Technology, Fangzheng Technology, Shanghai Electric Power Co., Ltd., and Shengyi Electronics followed suit. According to the news, Guojin Securities Research Report said that in 2026, some Nvidia Rubin PCBs began using M9 materials, and the orthogonal backpanels being promoted are in high demand. Google TPU products are also expected to use M9 materials, and other ASIC manufacturers are also expected to use M9. Demand for M9 materials will explode in the next three years.

The PCB concept changed and increased in the afternoon. Shenghong Technology rose nearly 10%, and Shennan Circuit continued to reach a record high with a rise of nearly 5%. Fangbang Co., Ltd., Yibo Technology, Fangzheng Technology, Shanghai Electric Power Co., Ltd., and Shengyi Electronics followed suit. According to the news, Guojin Securities Research Report said that in 2026, some Nvidia Rubin PCBs began using M9 materials, and the orthogonal backpanels being promoted are in high demand. Google TPU products are also expected to use M9 materials, and other ASIC manufacturers are also expected to use M9. Demand for M9 materials will explode in the next three years.