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◆ TESSARA JULY 23, 2026 Advanced substrate supply tightness 82 OUT OF 100 +0.0% WoW · +6.4% vs 90d Tessara supply-tightness score for advanced packaging substrate, 0 to 100. Higher means scarcer. 50 60 70 80 Breakout Jan '25 Mar '26 May '26 Jul '26 tessara.tech Source: Tessara world model

Advanced substrate supply tightness

FC-BGA advanced substrate is the dense board every AI accelerator sits on, and it has been sold out across the industry. Tessara scores how scarce it is, from 0 to 100, updated daily.
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Advanced substrate supply tightness | Tessara