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Memory supercycle exposes T-Glass constraint, tightening BT substrate supply

Flora Wang, Taipei; Levi Li, DIGITIMES Asia Monday 22 December 2025 0

Credit: DIGITIMES

As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus and Nanya PCB have secured rush orders, with customers willing to sign...

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