ABF Substrate Shortage to Widen Further
prateekj · x · 2026-07-11
This cited discussion highlights the tight supply and demand for ABF substrates, focusing on the AI chip packaging supply chain.
Key takeaways include:
- The ABF supply-demand environment is expected to remain highly favorable over the next 18–24 months.
- Industry capacity is currently near full, with virtually no major new capacity coming online before the second half of 2027.
- Analysts anticipate the supply shortage ratio and the supply-demand gap will continue to widen.
- The TAM for AI IC substrates is projected to grow at a 66% CAGR between 2025 and 2028.
Overall, it emphasizes that the AI chip substrate shortage is likely to persist, keeping the related supply chain in a tense expansion cycle.
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