X @郭明錤 (Ming-Chi Kuo)

Supply chain check update: Nvidia and WUS Printed Circuit have begun testing next-gen CCL material M10, which could trigger the next upgrade cycle in PCB materials for future AI servers. Key points:1. The program suggests WUS has an early lead in PCB development for Nvidia’s next-gen rack Kyber and the new Rubin Ultra / Feynman platforms. This could support the company’s future growth momentum.2. Sampling began in 1Q26, with preliminary test results expected in 2Q26.3. M10's target applications include orth ...