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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.
Joined October 2024
101 Following    8.4K Followers
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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