AI Data Center Boom: TTM CEO Edwin Roks on PCBs, Photonics, and the $185B AI Spend

Описание: What happens to the electronics supply chain when Big Tech commits up to $185 billion to AI infrastructure?

On February 6, 2026, shares of TTM Technologies jumped more than 7% after reports that Alphabet plans massive AI data-center spending. The logic is simple: AI chips don’t float. Every processor, optical module, and RF component must be integrated onto advanced printed circuit boards and high-density subsystems.

Just days earlier, TTM reported strong Q4 results, with sales up 19% year-on-year, driven by data-center and networking demand tied to generative AI.

In this interview, CEO Edwin Roks explains how the company is positioning itself around two major megatrends:
• Artificial intelligence
• Defence electronics

Together, these markets now account for roughly 80% of TTM’s net sales. Data-center computing alone grew 57% year-on-year in Q4, reflecting the scale of the AI build-out.

Roks also outlines TTM’s shift from traditional circuit boards to high-value integrated modules combining chips, RF, sensors, and photonics into complete subsystems.

The strategy has two tracks:

More complex, higher-layer advanced PCBs

Expansion into integrated modules and mission-critical systems

Roks is also a founding member of the Optica Executive Team of Trustees and a speaker at the Global Photonics Economic Forum, where industry leaders discuss how AI, defence, and advanced packaging are reshaping the photonics value chain.

The recent share-price jump may be short-term market reaction.
The deeper story is structural: AI data-center growth is pulling demand through the entire electronics stack—from photonic interconnects down to the most advanced circuit boards.

In this video, Roks explains where TTM fits into that shift.

Chapters:
00:00 Why TTM stock jumped on AI news
00:35 Q4 results and data-center growth
01:10 AI and defence as core markets
01:45 From PCBs to integrated modules
02:30 Where photonics fits in the stack
03:10 Strategy for the AI infrastructure boom

Keywords:
AI infrastructure, data centers, TTM Technologies, Edwin Roks, printed circuit boards, advanced packaging, photonics, optical interconnects, AI hardware, semiconductor supply chain, defence electronics, generative AI, PCB manufacturing, Optica