T-Glass shortage worsens: Kinsus losing 10-15% of monthly ABF revenue, 25% capacity expansion planned for 2027
zephyr_z9 · x · 2026-09-06
- Citing Kinsus' August commentary: high-end ABF substrate production remains constrained by T-Glass shortages, costing the company roughly 10-15% of its potential monthly revenue.
- Kinsus plans 25% high-end ABF capacity expansion in 2027, installing new equipment at its Taiwan facilities rather than converting BT lines; material allocation is already secured.
- Memory products make up about half of BT substrate revenue, with US customers raising DRAM and NOR demand forecasts for several consecutive quarters.
- A transition in optical communications is also underway (text truncated).
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