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AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028

, Taipei
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Credit: DIGITIMES

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 begin planning additional expansion for 2029 and 2030.

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