SemiAnalysis@SemiAnalysis_
35AI 编辑部评分,满分 100
2026-07-30 21:00· 47分钟前
跳到正文
AI 摘要

PCB行业常说的“M8”或“M9”等级,源自松下Megtron系列铜箔基板(CCL),每一代都降低了耗散因子(Df)以减少高频信号损耗。如今“M8等级”已成为性能代称,指达到Megtron 8电气规格的CCL,无论由松下、EMC还是斗山制造。随着AI服务器对SerDes速率要求提升,高端CCL已成为硬件供应链中最紧缺、增长最快的环节之一。

Ever wonder why PCB folks throw around "M8" or "M9" like a spec sheet magic word?

The "M" traces back to Panasonic's Megtron series - long the benchmark for low-loss, high-speed copper clad laminate (CCL).

Each generation from Megtron 4 to 8 progressively lowered the dissipation factor (Df), meaning less signal loss at high frequencies.

Because Megtron set the bar, it became industry shorthand for a performance tier rather than a Panasonic-exclusive part number. Say "M8 grade" today, and it simply means "meets Megtron 8 electrical specs" - whether it's made by Panasonic, EMC, or Doosan.

As AI servers demand ever-higher SerDes speeds, high-tier CCL has become the critical bottleneck material. That makes it one of the tightest, fastest-growing segments in the entire hardware supply chain.

SemiAnalysis · @SemiAnalysis_ · X·2026-07-30 21:00·47分钟前
在 X 看原推· x.com
AI 摘要

PCB行业常说的“M8”或“M9”等级,源自松下Megtron系列铜箔基板(CCL),每一代都降低了耗散因子(Df)以减少高频信号损耗。如今“M8等级”已成为性能代称,指达到Megtron 8电气规格的CCL,无论由松下、EMC还是斗山制造。随着AI服务器对SerDes速率要求提升,高端CCL已成为硬件供应链中最紧缺、增长最快的环节之一。

Ever wonder why PCB folks throw around "M8" or "M9" like a spec sheet magic word?

The "M" traces back to Panasonic's Megtron series - long the benchmark for low-loss, high-speed copper clad laminate (CCL).

Each generation from Megtron 4 to 8 progressively lowered the dissipation factor (Df), meaning less signal loss at high frequencies.

Because Megtron set the bar, it became industry shorthand for a performance tier rather than a Panasonic-exclusive part number. Say "M8 grade" today, and it simply means "meets Megtron 8 electrical specs" - whether it's made by Panasonic, EMC, or Doosan.

As AI servers demand ever-higher SerDes speeds, high-tier CCL has become the critical bottleneck material. That makes it one of the tightest, fastest-growing segments in the entire hardware supply chain.

在 X 查看原推x.com