光模块、PCB--真真假假的消息

PCB - There are two rumors regarding PCB: the first is that the Rubin switch tray's PCB material system is confirmed to be upgraded from the original M9 resin + second-generation fiberglass cloth to a higher-performance M9 resin + Q cloth solution, which could increase the demand for Q cloth by 6 million to 15 million meters, with stockpiling potentially reaching over 20 million meters [2] - The second rumor involves Google considering upgrading its TPU V8 to EM896K3 (Q-glass M9), but confirmation from industry sources regarding the Rubin switch tray's upgrade to M9 + Q cloth has not been established yet [2][3] Optical Modules - Tianfu's optimistic profit forecast for next year is at 80 million, but the current estimate remains at 60 million or slightly above, with a projected 60% quarter-on-quarter growth in 200G EML supply, equating to 1.6T shipments [6] - There are concerns regarding the compatibility of Tianfu's production line with Lumentum's chips, indicating a need for further adjustments to meet the 200G EML demand [6] Power Industry - A significant power outage occurred in San Francisco, affecting approximately 130,000 households and businesses, which is about one-third of the Pacific Gas and Electric Company's customers in the city [7] - The outage was attributed to overloaded core substation equipment, highlighting the strain on California's power grid due to the rapid increase in data center construction, with over 320 data centers expected by November 2025 [8] - The average age of key power equipment in California is around 40 years, with a significant portion nearing or exceeding their service life, contributing to the vulnerability of the power grid [8]