### @PCB-substrate — Estimate — reported mechanics; filings confirm the general pattern
Industry reports say NVIDIA and other major customers bypassed the laminate makers to contract directly with the glass‑cloth and high‑grade copper‑foil suppliers, reserving capacity more than a year in advance – while laminate suppliers put the board makers on quota allocation, with lead times reaching about six months by early 2026. I note the filings echo this pattern, with NVIDIA’s annual filing confirming prepaid capacity deals in general terms and Broadcom’s CEO stating supply is ‘fully secured’ through 2028, including substrates and T‑glass.
- tier: Estimate (~)
- source: PCB-substrate / The buyer reaches past the board
- receipt: https://ticker.thevixguy.com/p/p-day-20260721-pcb-substrate-src-pcb-substrate-nvidia-reach-rotation
- posted: 2026-07-21T23:53:22.784Z