Kingboard Secures NVIDIA Rubin Supply Chain Orders Through 2028

Kingboard, a copper foil manufacturer, reported record June revenue driven by strong demand for its high-end HVLP4 product, which is now part of the NVIDIA Rubin supply chain. The company's current orders for HVLP4, HVLP3, and RG313 are visible through 2028, indicating sustained demand from AI data centers.

So What

High-performance copper foil supply is now a confirmed long-term bottleneck for NVIDIA's next-gen AI platforms, with Kingboard locking in capacity.

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Kingboard Secures NVIDIA Rubin Supply Chain Orders Through 2028

FTNN Finance · RSS · 2h ago

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Updated 2h ago · 1 source

Kingboard Secures NVIDIA Rubin Supply Chain Orders Through 2028

Kingboard, a copper foil manufacturer, reported record June revenue driven by strong demand for its high-end HVLP4 product, which is now part of the NVIDIA Rubin supply chain. The company's current orders for HVLP4, HVLP3, and RG313 are visible through 2028, indicating sustained demand from AI data centers.

So What

High-performance copper foil supply is now a confirmed long-term bottleneck for NVIDIA's next-gen AI platforms, with Kingboard locking in capacity.

Read Source→