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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.
๊ฐ€์ž… October 2024
104 ํŒ”๋กœ์ž‰ ์ค‘    8.5K ํŒฌ
Earlier, I noted that unreinforced PTFE (glass-free) is theoretically an engineering nightmare for stable PCB mass production. Looking at the latest architectural roadmap, here is how the split is actually playing out: 1๏ธโƒฃ With GPU/Switch Silicon: Must stick to traditional fabric-reinforced solutions to meet strict mechanical & assembly requirements. 2๏ธโƒฃ Pure Signal Transmission (e.g., Backplanes): Driven purely by electrical performance, designs can adopt unreinforced (glass-free) schemes, deviating from conventional PCB rules. End customers are definitively breaking away from legacy design logic. The supply chain has no choice but to adapt and execute. Time to move. ๐Ÿš€ #PCB# #AI# #Hardware# #SupplyChain# #Semiconductor# #Materials#
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