Earlier, I noted that unreinforced PTFE (glass-free) is theoretically an engineering nightmare for stable PCB mass production.
Looking at the latest architectural roadmap, here is how the split is actually playing out:
1️⃣ With GPU/Switch Silicon: Must stick to traditional fabric-reinforced solutions to meet strict mechanical & assembly requirements.
2️⃣ Pure Signal Transmission (e.g., Backplanes): Driven purely by electrical performance, designs can adopt unreinforced (glass-free) schemes, deviating from conventional PCB rules.
End customers are definitively breaking away from legacy design logic. The supply chain has no choice but to adapt and execute. Time to move. 🚀
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