A Chinese broker note discusses Nvidia's acceleration of glass-free PCB dielectric solutions for next-generation NVLink, with PTFE as the long-term optimal solution and HC as a transitional option. Shengyi Technology is identified as the only core manufacturer positioned in both PTFE and HC glass-free routes.
The broker is bullish on the PTFE supply chain, particularly Shengyi Technology, as Nvidia moves toward glass-free PCB solutions for high-speed NVLink.
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