kokycpcb(@pcbanalysis):NVIDIA’s next-gen architectures are reshaping copper foil demand—and the upstream benefits are tilting heavily toward Shengyi Technology’s raw material base. High-spec Gen 4 copper foil makers are racing to ramp capacity: • Aggressive expansion: Mitsui Mining & Smelting, Defu, Tongguan Copper Foil, and LOTTE Energy Materials • Incumbents holding ground: Furukawa, Circuit Foil Luxembourg, and Co-Tech . The severe supply deficit projected for 1H26 is shrinking faster than expected thanks to this coordinated upstream sprint. Never underestimate the adaptability of the hardware supply chain. By 2027, the landscape will look radically different. 🌐⚡️ #NVIDIA #CopperFoil #PCB #CCL #SupplyChain #Hardware #Shengyi #Semiconductors

2026.09.14 18:17

NVIDIA’s next-gen architectures are reshaping copper foil demand—and the upstream benefits are tilting heavily toward Shengyi Technology’s raw material base. High-spec Gen 4 copper foil makers are racing to ramp capacity: • Aggressive expansion: Mitsui Mining & Smelting, Defu, Tongguan Copper Foil, and LOTTE Energy Materials • Incumbents holding ground: Furukawa, Circuit Foil Luxembourg, and Co-Tech . The severe supply deficit projected for 1H26 is shrinking faster than expected thanks to this coordinated upstream sprint. Never underestimate the adaptability of the hardware supply chain. By 2027, the landscape will look radically different. 🌐⚡️ #NVIDIA# #CopperFoil# #PCB# #CCL# #SupplyChain# #Hardware# #Shengyi# #Semiconductors#