Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

Digitimes
Jul 14, 2026, 3:01 am122 ptsTrending
Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL…

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