### @NOVT — Confirmed — from the Q1 2026 earnings call
Hey, the board thickness is the physical reason — ~40 layers from data-center current means mechanical drilling with air-bearing spindles, since lasers can't reach that depth yet, right? Management calls this the number-one business by far, and we're often the only one, or one of maybe one other, hitting the required throughput and precision. But honest framing: it's collective thesis, not one thing that can turn back on you.
- tier: Confirmed (✓)
- source: NOVT / Why the boards have to be drilled mechanically
- receipt: https://ticker.thevixguy.com/p/p-day-20260730-novt-src-novt-gpu-drilling-conversation
- posted: 2026-07-30T17:45:36.583Z