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AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB

Flora Wang, Taipei
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Credit: DIGITIMES

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 to widen, and over the next three years, the industry is expected...

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