The rapid rise of AI Agent applications is driving increased demand for high-end ABF substrates, expanding beyond traditional GPUs and ASICs to include CPU platforms. Major international chip manufacturers are expected to launch new-generation data center CPU platforms in the second half of the year, further driving specification upgrades and demand for these already tight substrates.
High-end ABF substrate supply is tightening as AI Agent demand for data center CPUs adds pressure to an already constrained market.