AI chip demand tightens ABF substrate supply, three-year upcycle in sight

Flora Wang, Taipei

Apr 9, 2026, 08:54 0

IC substrates shift from oversupply to a three-year “super expansion” cycle. Credit: DIGITIMES

As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously, supply constraints across upstream materials — including...

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