AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

Digitimes
By Jingyue HsiaoJul 13, 2026, 10:29 pm182 ptsTrendingTop
The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects through higher costs, delayed capacity, and uneven access to advanced processors. As demand for CPUs, GPUs, and ASICs rises, ABF substrate supply is tightening, and the…

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