Printed circuit boards (PCBs) for networking, industrial, aerospace, and semiconductor test — JPMorgan AI supply chain report. PCB is the physical substrate for every AI system. Mid-cap.
Current stock research snapshot · 8/6/26 20 days old
TTMITTM Technologies Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$45.59Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/6/26
Market cap$14.16BSnapshot value · 8/6/26
NVIDIA Rubin platform PCB value +233% per rack — sampling/qualification in H2 2026; Diamond UHDI facility (Syracuse, $130M) ribbon-cutting Jun 2026; Russell 1000 inclusion Jun 26, 2026 bringing passive fund inflows
needs primary source validation
needs primary source validation
Snapshot · 8/6/26🟡 Mixed · ins-$4.6M · 13F 15+/10-×0.5 · short↑0.24
Snapshot · 8/6/26