kokycpcb(@pcbanalysis):Starting 2H26, as new GPU and ASIC chips enter the sampling and mass production phases, demand for Low-DK Gen 2 is going through the roof. Even though the current supply chain is expanding as fast as they can, machinery lead times and tough yield issues mean actual output is nowhere near enough. This keeps pricing incredibly resilient, and honestly, it paves the way for another round of price increases.

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.

参加 October 2024

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kokycpcb@pcbanalysis

2026.07.10 20:42

Starting 2H26, as new GPU and ASIC chips enter the sampling and mass production phases, demand for Low-DK Gen 2 is going through the roof. Even though the current supply chain is expanding as fast as they can, machinery lead times and tough yield issues mean actual output is nowhere near enough. This keeps pricing incredibly resilient, and honestly, it paves the way for another round of price increases.