Going long on TTM Technologies ($TTMI)
Nvidia put out their new Bill of Goods for the Blackwell and updated costs their next Vera Rubin GPU rack.
You can see the breakdown of the various components in the article or table here.
You will see the huge increases in cost really accrue to memory (all the memory names already ran up like 1000% this year, Micron, Sandisk, Seagate, Samsung).
PCB (Printed Circuit Boards) is going to massively increase in the overall spend, up 233%.
There is pretty much one PCB public company in the US (TTM Technologies). $TTMI
All the other publicly traded PCB companies are out of Taiwan. This makes sense, as proximity to TSM where all the manufacturing takes place.
If interested, the second photo is the other PCB Taiwan companies. I don’t spend too much time playing the Asian listed companies…
$TTMI should be a huge winner as Nvidia’s Vera Rubin GPU ramps starting Q3 2026