Explore the latest trends in PCB design and manufacturing
Explore the latest trends in PCB design and manufacturing
While the market focuses on when NVIDIA's Vera Rubin platform and CSP in-house ASICs will ramp, a generational shift in one of their key materials is quietly accelerating. According to data from ITRI's Industrial Technology Research Institute citing Fuji Chimera Research, the combined shipment share of HVLP3/4 high-end copper foil is projected to jump from 27.9% in 2025 to 45.6% in 2026. HVLP4 alone climbs from 9.3% to 23.0% — nearly a 2.5× increase in a single year. This transition, driven by AI servers and 800G/1.6T high-speed networking, is reshaping the material supply chain across CCL, PCB fabricators, and end brands.