Nvidia Denies Kyber NVL144 Delay, But Asian AI Supply Chain Stocks Plunge Up to 18%

According to SemiAnalysis, rumors about Nvidia's next-generation Kyber NVL144 AI server facing advanced PCB manufacturing bottlenecks and potential delays beyond 12 months prompted heavy selling in Asian semiconductor stocks on July 6. Nvidia denied the allegations on Monday, stating its product roadmap remains intact, but market sentiment remained under pressure. Japanese PCB manufacturer Ibiden fell approximately 10%, Hong Kong-listed copper clad laminate maker Kingboard Laminates Holding plunged around 18%, Taiwan-based Apalog Electronics slid nearly 10%, and Samsung Electro-Mechanics dropped over 10%, with analysts attributing the selloff to growing concerns over AI supply chain production timelines and execution risks rather than demand weakness.
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