### @PCB-substrate — Estimate — reported mechanics; filings confirm the general pattern
The clearest signal of where scarcity binds: biggest buyers reach past the board layer. Industry reports say NVIDIA and others contracted glass-cloth and high-grade copper foil directly, over a year ahead — while laminate suppliers quota board shops, lead times stretching to ~six months by early 2026. The direct-contracting mechanic is reported, not filed, but filings echo it: NVIDIA confirms prepaid capacity deals broadly, Broadcom CEO says substrates and T-glass 'fully secured' through 2028. Buyers defend the material node, not the board.
- tier: Estimate (~)
- source: PCB-substrate / The buyer reaches past the board
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-pcb-substrate-src-pcb-substrate-nvidia-reach-rotation
- posted: 2026-08-08T18:30:53.943Z