kokycpcb(@pcbanalysis):The Q-glass vs. PTFE debate is still raging, but the ground truth is clear: ultra-high layer count AI boards are locked in for the M9 + Q-glass setup. 🧵👇 PTFE materials cause severe processing bottlenecks in drilling and lamination. It’s so problematic that even Shengyi Tech had to alter its PP formulations. Looking into 2027, the volume ramp-up of next-gen LPUs (featuring massive 52-layer designs) will trigger a massive surge in Q-glass demand. PTFE will remain strictly confined to low-layer topologies. #PCB #Semiconductor #AI #SupplyChain #Hardware

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

2026.07.13 01:03

The Q-glass vs. PTFE debate is still raging, but the ground truth is clear: ultra-high layer count AI boards are locked in for the M9 + Q-glass setup. 🧵👇 PTFE materials cause severe processing bottlenecks in drilling and lamination. It’s so problematic that even Shengyi Tech had to alter its PP formulations. Looking into 2027, the volume ramp-up of next-gen LPUs (featuring massive 52-layer designs) will trigger a massive surge in Q-glass demand. PTFE will remain strictly confined to low-layer topologies. #PCB# #Semiconductor# #AI# #SupplyChain# #Hardware#