Nvidia Explores PTFE to Overcome AI Transmission Limits Amid Low Yields
To overcome AI transmission limits, Nvidia is exploring ultra-low dielectric loss PTFE for NVLink switch boards. However, poor adhesion keeps yields below 5 percent, driving divergent supply chain strategies in Taiwan and China.
To push past transmission limits in AI chips, Nvidia is evaluating PTFE materials with ultra-low dielectric loss to replace traditional resin on switch boards. However, PTFE's low surface tension makes multi-layer lamination extremely difficult, keeping overall yields below 5 percent. While Chinese suppliers aggressively invest in equipment, Taiwanese manufacturers are maintaining mature lines while testing samples.
Key takeaways
- Nvidia considers PTFE to minimize signal attenuation, though low material adhesion keeps estimated yields under 5 percent.
- Chinese CCL and PCB makers are aggressively acquiring equipment, while Taiwanese suppliers balance mature products with prototype testing.
Source：數位時代 Read the original ↗
Prepared, checked and automatically published by AI; not individually reviewed by a human. Translation checked by AI.