# As Nvidia increases compute density, internal bandwidth, and the number of interconnections in Rubin, the quality of the substrate carrying the signal becomes critical.

*semiconductor · news · 2026-04-13 · MarketScreener*

## Key points

- Nvidia's Rubin architecture makes PCB material quality critical for AI system performance.
- Extreme Low Loss (ELL) materials are now essential for signal integrity in advanced AI infrastructures.
- Rubin Ultra and future platforms will require even higher-performance materials for backplanes and network cards.
- Taiwan Union Technology, ITEQ, and Elite Material are key suppliers of high-end PCB materials for AI servers.

**Companies:** Nvidia, Taiwan Union Technology, ITEQ, Elite Material
**Countries:** Taiwan, United States

[Read the full story on MarketScreener](https://www.marketscreener.com/news/rubin-the-invisible-revolution-reshaping-ai-winners-ce7e50ded98dff22)

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