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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.
가입 October 2024
105 팔로잉 중    8.8K 팬
From a tech roadmap perspective, here is how the materials are shifting: ​1️⃣ Compute/Switch/Motherboards: CCL is staying on the current PPO/CH track, starting at M8+ and scaling toward M9/M10 for next-gen nodes. ​2️⃣ Backplanes/Midplanes: To balance manufacturability and performance, we're seeing a hybrid approach. It leverages a glass-free PTFE Core paired with Q-glass/CH resin Prepregs (PP) for mechanical reinforcement. ​Co-existence is the actual winning playbook here. #AIInfrastructure# #PCB# #CCL# #MaterialScience# #PTFE# #QGlass#
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