Story thread · 2 reports / 1 sources

T-glass demand surges as IC substrate makers see shortages through 2028

digitimes.com · 1hShare

As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand gap expected to widen in 2027-2028. That has lifted order visibility for IC substrate makers in Taiwan, Japan, and South Korea, with the outlook now stretching as far as 2029-2030. Companies including Ibiden, Unimicron, Kinsus, Nan Ya Printed Circuit Board, Leading, and Samsung Electro-Mechanics are all moving into a new round of capacity expansion.

First report: Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028 — digitimes.com, 2d