Outer Ninth Circulates Deleted Message on Vera Rubin Supply Chain

Investor Outer Ninth relayed a deleted, anonymous supply-chain message alleging quality problems at a planned supplier for NVIDIA’s Vera Rubin NVLink Switch. The message did not identify the supplier.

It alleged the company planned to hold a 50% share of the Rosalind product line in 2026. The message claimed defects in S9GN2 (M8+ LowDK2) dielectric material drove printed circuit board yields below 10%, compared with 70% to 80% for 台光電’s EM-892K2 material. 生益科技 appeared only in market speculation, not as a company named in the message.

The message also alleged that Rosalind’s board design would move from the 22-layer PTH configuration used in Blackwell’s Juliet to a 32-layer (16+16) N+N structure. It claimed lamination steps would triple, raising requirements for dimensional stability and batch consistency.

In a separate assessment, PCB industry analyst kokycpcb said 台光電 could take the first wave of volume. The analyst said 生益科技 could return after material adjustments pass production validation and described a two-supplier structure as the long-term norm.