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◆ TESSARA JULY 23, 2026 Nan Ya PCB makes the board GPUs sit on $146M PER MONTH +5.5% MoM · +50.0% YoY Nan Ya PCB monthly revenue from MOPS filings. FC-BGA advanced substrates for AI accelerators. $0M $50M $100M $150M Prior peak $139M Breakout Jul '25 Nov '25 Feb '26 Jun '26 tessara.tech Source: Taiwan MOPS filings

Nan Ya PCB makes the board GPUs sit on

Nan Ya PCB makes FC-BGA advanced substrates, the dense little board a GPU sits directly on top of. Substrates are sold out across the industry, and its monthly revenue tracks the shift from commodity PCB to advanced substrate.
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