NVIDIA's Next-Gen AI GPU: The Little-known Material Battle That Could Make or Break These Stocks

Bullish

What Happened

GF Securities reports that contrary to market speculation, PTFE mixed lamination remains the leading solution for NVIDIA's VR300 NVL576 switch tray, with HC resin still 3 months behind in certification.

Bottom Line

PTFE mixed lamination is likely to secure the VR300 NVL576 design, favoring Chinese PTFE CCL leaders and their PCB partners.

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