INDUSTRY ANALYSIS
Copper-Clad Laminate analysis
Explore companies, technologies and supply chains. English translations are published in batches, with the original sources and dates preserved.
TPCA Show 2026: Physical Limits, Supply-Chain Beneficiaries, and Competition in Taiwan’s NT$1 Trillion PCB Industry
Taiwan’s PCB production value is projected to exceed NT$1.13 trillion in 2026. Drawing on the technologies and executive warnings presented at TPCA Show 2026, this article examines which supply-chain segments stand to benefit from physical material bottlenecks…
NVIDIA Vera Rubin’s “Cable-Free” Design: Three Interconnect Layers and a Changing Supply Chain
Claims that “Vera Rubin computers do not use optical cables” conflate cable-free modular compute trays with the rack’s NVLink 6 copper backplane.
What NVIDIA’s PTFE Switch-Board Display Reveals About Supply-Chain Change
NVIDIA’s NVLink PTFE Board display has drawn attention to next-generation high-speed interconnect initiatives at Taiflex, Flexium, Shengyi, and other suppliers.
How Could Amazon's Satellite Deployment Delays Reshape Competition with SpaceX?
What do launch-vehicle accidents and Amazon's deployment delays mean for service availability, customer choices, and supply-chain orders?
What Are M9 Materials? Understanding the Circuit-Board Materials Upgrade Behind AI Servers
Copper-clad laminate development is accelerating. Here is what the intensely competitive M9 materials generation is about.
SAP and mSAP for PCBs: How Fine Traces Are Made, and What Has Changed by 2026
Smartphone mainboards, optical communications modules, and IC package substrates must connect more signals within limited space. As traces shrink, the traditional method of starting with a full copper layer and etching away the excess struggles to maintain lin…
Why M9/M10 and CPO Are Advancing Together: Material Demand in Next-Generation AI Servers
CPO shortens high-speed electrical connections between switch ASICs and optical engines, but that does not mean AI servers can dispense with low-loss PCBs.
Where Is CPO Used Today, and What Does It Replace?
Co-packaged optics (CPO) moves optical engines next to the switch ASIC, shortening high-speed electrical paths and reducing power consumption.