AI server supply chain hitting another bottleneck — this time it's the copper-clad laminates nobody talks about.
DigiTimes notes that high-end CCL capacity additions across Taiwan, Japan, Korea, and China are slipping. Elite Material and Doosan each facing roughly six-month delays on equipment installs. Taiwan Union Technology's Thailand expansion ran two months late; shipments only now ramping after a July start.
Lead times already at four to six months. Won't ease soon.
Supply stays concentrated: EMC, TUC, Nan Ya in Taiwan. Panasonic in Japan. Doosan in Korea. Shengyi in China. Upstream materials tight as well.
Word is Doosan will be sole CCL supplier for compute boards in early $NVDA Vera Rubin ramp. Nan Ya joining Shengyi and EMC on switch boards.
Another pinch point in the PCB stack. Keeps pressure on AI hardware timelines and pricing for months. Worth watching if you're tracking AI infrastructure plays or trying to time the next wave of capex constraints.
DigiTimes notes that high-end CCL capacity additions across Taiwan, Japan, Korea, and China are slipping. Elite Material and Doosan each facing roughly six-month delays on equipment installs. Taiwan Union Technology's Thailand expansion ran two months late; shipments only now ramping after a July start.
Lead times already at four to six months. Won't ease soon.
Supply stays concentrated: EMC, TUC, Nan Ya in Taiwan. Panasonic in Japan. Doosan in Korea. Shengyi in China. Upstream materials tight as well.
Word is Doosan will be sole CCL supplier for compute boards in early $NVDA Vera Rubin ramp. Nan Ya joining Shengyi and EMC on switch boards.
Another pinch point in the PCB stack. Keeps pressure on AI hardware timelines and pricing for months. Worth watching if you're tracking AI infrastructure plays or trying to time the next wave of capex constraints.