NVIDIA Weighs PTFE for Next-Generation AI Switch Boards
NVIDIA exhibited its latest NVLink switch board at the October OCP summit and is considering PTFE for high-speed signal transmission, PCB industry analysts told TechNews. The reported plans include introducing low-dielectric-loss PTFE into the Rubin Ultra switch board or a next-generation orthogonal midplane to reduce signal attenuation. PTFE’s low dielectric loss could support high-speed PCB design, but its poor compatibility with other materials and difficulty forming multilayer boards require a mixed-material approach; the report says PTFE alone cannot be used to make dozens-of-layers AI server boards.
The report links the proposed material change to AI transmission rates approaching physical limits, where signal attenuation can affect performance. It also identifies participating supply-chain companies and says PTFE’s compatibility and processing requirements could limit its wider use in AI-server PCB design.
為突破 AI 傳輸極限，輝達強推新材料 PTFE 進入伺服器 PCB 板，但「不沾」特性卻讓產線陷入困境，台廠務實觀望，中廠則砸重金企圖彎道超車。
今年台灣電路板產業國際展覽會（TPCA Show）最熱門話題，當屬PTFE（聚四氟乙烯）這項塑化材料。10月初開放運算計畫（OCP）峰會，輝達展出最新NVLink交換器板，考慮使用PTFE材料。讓這項俗稱「鐵氟龍」（Teflon）、以應用不沾鍋塗料為人所知的材料，瞬間成為市場焦點。
#NVIDIA#NVLink#Rubin Ultra#PTFE#Shengyi Technology#Victory Giant Technology#Taiwan Union Technology#Flexium