kokycpcb(@pcbanalysis):Grand Fortune expects that even though Nittobo is bringing new capacity online in 2027, it’ll only ease the bottleneck for Intel, AMD, and Nvidia. The ASIC players like Broadcom, Marvell, MTK, and Annapurna will still be left scrambling for enough material. the T-glass shortage is here to stay, and the supply gap is going to get wider year after year.

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

107 正在關注 8.9K 粉絲

kokycpcb@pcbanalysis

2026.07.10 03:24

Grand Fortune expects that even though Nittobo is bringing new capacity online in 2027, it’ll only ease the bottleneck for Intel, AMD, and Nvidia. The ASIC players like Broadcom, Marvell, MTK, and Annapurna will still be left scrambling for enough material. the T-glass shortage is here to stay, and the supply gap is going to get wider year after year.