IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026

Digitimes
By Levi LiAug 20, 2025, 6:49 pm107 pts
Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand. Only high-layer ABF substrates, fueled by AI server and high-performance computing orders, are expected to reach balance by 2026, a…

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