• Lighthouse Canton flagged copper clad laminates as a binding supply constraint for AI server PCBs as networking shifts toward 800G and 1.6T.
• It said Nvidia platforms are moving from M8 to M9 grades, with M10 testing starting in March 2026, shrinking qualified suppliers.
• The report cited a severe shortage of Q-glass and T-glass cloth, dominated by Nittobo, with new capacity not expected until 2H 2027.
• It said CCL equipment lead times have stretched to 24 months, with production line orders booked through Q1 2028, limiting near-term supply additions.
• Goldman Sachs estimates Rubin-specific CCL demand at $275 million in 2026, rising to $2 billion in 2027, driven by higher layer counts and new backplane designs.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lighthouse Canton Pte Ltd published the original content used to generate this news brief on May 26, 2026, and is solely responsible for the information contained therein.