Taiwan-based ABF substrate suppliers expect the activation of new production capacities later this year and in 2023 to boost their profits amid tight supplies, according to industry...

Tight ABF substrate supply has not only pushed up prices by 30-40% but also prolonged delivery lead time to a maximum of three quarters, according to industry sources.

ABF substrate supply shortfalls are likely to widen further into 2021 as demand for 5G infrastructure, networking and high-end GPU and CPU applications has outgrown capacity expansions...