kokycpcb
@pcbanalysis
Senior PCB Industry analyst in Taiwan.
Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
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The Low-DK Fabric Roadmap for AI Hardware (Gen 1 to Gen 4):
• Gen 1 (Glass): NV Compute Tray
• Gen 2 (Glass): NV Switch Tray
• Gen 2.5 (Extreme Glass / NEZ-Grade): The physical limit of glass fiber
• Gen 3 (1st Gen Quartz / Q-Glass): NV Next-Gen LPU (52-layer)
• Gen 4 (2nd Gen Quartz): M10-grade CCL
Gen 1–2.5 push traditional glass to its limit. Gen 3–4 leap into pure Quartz for the AI race. ⚡️
#PCB# #CCL# #NVIDIA# #Hardware# #SupplyChain# #QGlass#
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Victory Giant's recent manufacturing hiccups have shaken up the supply pie, leading to a noticeable share gain for Taiwanese heavyweights Unimicron and Zhen Ding.
Meanwhile, due to the brutal upstream material crunch, Nanya Plastics has been pulled into the Switch Tray supply chain as a newly validated supplier to secure raw material availability.
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To be blunt, some analysts jumped the gun by baking experimental tech into their models way too fast. The reality check is that orthogonal backplanes are hitting a brick wall—neither M9 nor PTFE can pass the validation tests right now.
Looking at the actual ground truth, M9-grade specs are steadily ramping up in GPU and ASIC servers. It makes zero sense to lose sight of the entire forest just for Kyber, a highly experimental project that's highly unlikely to cross the finish line anytime soon."
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Sumitomo just dropped its shutdown notice for tungsten rods, cutting production starting July 1st due to the total halt of tungsten material flowing into Japan.
This is going to hit PCB cutting and routing tools, but it won't really matter for PCB micro drills.
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