3.2T optical upgrade triggers PCB redesign, shrinking supplier pool to 3

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3.2T optical upgrade triggers PCB redesign, shrinking supplier pool to 3

As AI computing clusters continue to expand, performance requirements for scale-out interconnects between racks are rising rapidly. This is pushing traditional pluggable optical transceivers from 800G to 1.6T and accelerating the transition toward future 3.2T products, a shift reshaping printed circuit board (PCB) manufacturing from substrate materials to processing technologies.

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