ABF Substrates & PCB Identified as Key Constraints for 2027 AI Hardware
zephyr_z9 · x · 2026-08-27
Analysts identify ABF substrates and PCB/CCL as the primary bottlenecks for 2027 AI hardware. While Nvidia and Google could mitigate HBM or DRAM shortages per unit to boost shipments, they cannot workaround substrate limits. Shortages are expected to persist for two years, followed by a surge in demand driven by the Feynman architecture.
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