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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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We watch what breaks first.
Independent research on the physical bottlenecks behind the AI buildout: compute, memory, power, and networking, mapped to the public companies exposed to each.
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Source-backed constraint intelligence for the AI build.