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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.
加入 October 2024
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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: 1️⃣ With GPU/Switch Silicon: Must stick to traditional fabric-reinforced solutions to meet strict mechanical & assembly requirements. 2️⃣ 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. 🚀 #PCB# #AI# #Hardware# #SupplyChain# #Semiconductor# #Materials#
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