Further update on PTFE Adoption: NVDA Showcased PTFE at OCP 🤖 Nvidia showcased its NVLink PTFE board prototype at OCP Global Summit 2026, naming 7 suppliers (in the chart) Key takeaways:
• PTFE hybrid remains the preferred solution for VR300 NVL576 switch boards — a balance of performance vs manufacturing 
• Long-term potential extends beyond switch boards (IEC standard for PTFE-filled CCL already published; testing underway for compute boards)
• Near-term impact on conventional resins limit (only 8–12 of 32 layers use PTFE), but pure PTFE solutions could rise
• Favor suppliers with proven PTFE MP capabilities: Taiflex, leading Chinese CCL, and the leading Chinese PTFE PCB maker Positive on PTFE-exposed names with real technical edge. #PTFE# #PCB# #RUBINULTRA# #NVDA#