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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    2h 10min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    2h 10min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    2h 11min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
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    Offshore wind projects face bidding failures as supply chain warns of a market gap
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    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
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    NEWS TAGGED ABF SUBSTRATE
    Wednesday 5 August 2026
    AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
    AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to...
    Wednesday 5 August 2026
    Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

    Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

    Tuesday 4 August 2026
    Kinsus boosts spending as global IC substrate supply stays tight
    Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers...
    Tuesday 14 July 2026
    AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

    The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects...

    Thursday 11 June 2026
    Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
    AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
    Thursday 21 May 2026
    AI chip boom strains ABF substrate supply chain
    AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
    Wednesday 13 May 2026
    Ajinomoto raises ABF substrate film prices 30%
    Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026...
    Monday 11 May 2026
    Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

    LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

    Saturday 2 May 2026
    Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
    Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising...
    Monday 20 April 2026
    AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB
    AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...
    Wednesday 15 April 2026
    Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply
    Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...
    Friday 10 April 2026
    Eclat Forever Machinery secures large IC substrate orders with visibility to 2027
    High-end ABF substrate wet process equipment maker Eclat Forever Machinery (EF) announced that, driven by clear expansion momentum from domestic IC substrate customers, capital expenditures...
    Saturday 4 April 2026
    Semco raises ABF substrate prices as AI server demand surges
    The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
    Thursday 26 February 2026
    Fiberglass shortage persists in 2026, Unimicron increases substrate price
    As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly...
    Monday 2 February 2026
    Kinsus approves US$744M ABF expansion on clear three-year demand outlook
    Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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