NVIDIA's next-generation Groq3 LPX server cabinets are expected to begin shipping in the second half of 2026, activating demand for high-end materials. Taiwan's TG Advanced Materials, Kinpo Electronics, and DeHo are positioned to benefit from orders for high-end CCL, copper foil, and PCBs. Demand for these materials is estimated to reach 13,000 containers from 2026 to 2027.
NVIDIA's next-gen AI server ramp is creating a specific demand surge for high-end PCB materials, tightening supply for key components.