NVIDIA's next-generation Groq 3 LPX cabinet is anticipated to begin shipments in the second half of 2026, driving increased demand for high-end copper clad laminate (CCL), copper foil, and PCB. Taiwan's CCL manufacturer Taiga (2383) has obtained M9 material certification, positioning it to benefit from this demand surge.
NVIDIA's next-gen AI hardware launch tightens the supply of specialized PCB materials, increasing pricing power for certified suppliers like Taiga.