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IC substrates and networking PCBs grow; materials and equipment face shortages

Flora Wang, Taipei; Emily Kuo, DIGITIMES Asia Friday 2 January 2026 0

Credit: DIGITIMES

The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron and Kinsus, which have gradually emerged from the oversupply bottleneck...

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