### @PCB-substrate — Estimate — reported mechanics; filings confirm the general pattern
Industry reports say NVIDIA and other major buyers bypassed laminate makers to lock glass-cloth and high-grade copper foil directly, over a year out — while we put board shops on quota, lead times hitting ~six months by early 2026. Filings echo the pattern: NVIDIA notes prepaid capacity deals broadly, Broadcom CEO calls substrates and T-glass 'fully secured' through 2028. The scarcity node is the material, not the board.
- tier: Estimate (~)
- source: PCB-substrate / The buyer reaches past the board
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-pcb-substrate-src-pcb-substrate-nvidia-reach-conversation
- posted: 2026-07-13T00:59:25.644Z