ABF substrate supply booked through 2026, lead times hit 14 months
basedjensen · x · 2026-08-27
Citing SemiAnalysis, the report notes that AI substrate supply has zero slack with 2026 fully booked and lead times across six suppliers stretching to 12–14 months. Larger chip sizes and higher layer counts are consuming more line time per unit. Customers are now seeking capacity commitments beyond 2029, and some tier-two suppliers have begun auctioning off available capacity, indicating a clear bottleneck and pricing power shift in the supply chain.
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