kokycpcb(@pcbanalysis):Market capital has a funny blind spot: many assumed PTFE-related designs would phase out glass fabrics entirely. The ground reality? We are seeing more and more next-gen designs migrating back to fabric-based solutions. Right now, the winning playbook for high-layer AI architectures is a co-existence scheme: leveraging Q-glass paired with CH resin Prepregs (PP). This isn't a temporary workaround; it is the blueprint for the next wave of hyperscale networking infrastructure. #PCB #AI #Hardware #SupplyChain #Semiconductor

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 23:36

Market capital has a funny blind spot: many assumed PTFE-related designs would phase out glass fabrics entirely. The ground reality? We are seeing more and more next-gen designs migrating back to fabric-based solutions. Right now, the winning playbook for high-layer AI architectures is a co-existence scheme: leveraging Q-glass paired with CH resin Prepregs (PP). This isn't a temporary workaround; it is the blueprint for the next wave of hyperscale networking infrastructure. #PCB# #AI# #Hardware# #SupplyChain# #Semiconductor#