Knockouttrader(@knockouttrader):UBS bullish on PCB/CCL: Q-glass is currently on hold after failed sampling, while an M9/PTFE hybrid has emerged as the more feasible solution - potentially reshuffling winners across the PCB/CCL supply chain. Meanwhile, 800G/1.6T optical modules and custom ASICs are becoming important nearterm PCB drivers, reducing dependence on Nvidia alone. UBS therefore sees the recent weakness as more of a reset than the end of the AI PCB cycle.

Knockouttrader

@knockouttrader

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Knockouttrader@knockouttrader

2026.08.10 12:41

UBS bullish on PCB/CCL: Q-glass is currently on hold after failed sampling, while an M9/PTFE hybrid has emerged as the more feasible solution - potentially reshuffling winners across the PCB/CCL supply chain. Meanwhile, 800G/1.6T optical modules and custom ASICs are becoming important nearterm PCB drivers, reducing dependence on Nvidia alone. UBS therefore sees the recent weakness as more of a reset than the end of the AI PCB cycle.