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Nvidia weighs PTFE and HC for glass-free PCBs in Rubin Ultra
What happened
Nvidia is testing PTFE and HC resin formulations for the Rubin Ultra NVL576 Switch Tray, targeting mass production in H2 2027. This shift aims to replace glass-based substrates for next-gen AI servers. Bullish for PTFE and HC resin material suppliers.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
PTFEHC ResinPCB Materials
new-materialrubin-ultraai-server
Source and time
Source: DigiTimes Asia · 10/2/2026 · View original source
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