Jeff Pu(@sssjeffpu):Summary of Thoughts on PTFE vs. HC ✍️ PTFE hybrid still the most likely PCB solution for Nvidia’s VR300 NVL576 switch board • We est. HC hybrid (HC + ABF/M9) recently passed SI testing and is ~3 months behind PTFE hybrid in the qualification — has not yet entered PCB MP testing • Final material decision expected by end-26. We think Leading Chinese PCB player has already achieved meaningful yields on the PTFE hybrid • Remain constructive on PTFE for high-end/high-speed AI PCBs; any HC adoption would likely be transitional #PCB #PTFE

2026.10.05 03:40

Summary of Thoughts on PTFE vs. HC ✍️ PTFE hybrid still the most likely PCB solution for Nvidia’s VR300 NVL576 switch board • We est. HC hybrid (HC + ABF/M9) recently passed SI testing and is ~3 months behind PTFE hybrid in the qualification — has not yet entered PCB MP testing • Final material decision expected by end-26. We think Leading Chinese PCB player has already achieved meaningful yields on the PTFE hybrid • Remain constructive on PTFE for high-end/high-speed AI PCBs; any HC adoption would likely be transitional #PCB# #PTFE#