Updated supply/demand modeling indicates a 25% undersupply gap for ABF substrates by 2030, up from a previous 22% estimate. Hyperscalers are driving massive volume, with revised forecasts reflecting steeper production curves for Amazon's Trainium and Google's TPU processors. Supply chain checks show Nan Ya PCB's BT substrate pricing jumped 20-30% and ABF substrate pricing grew roughly 10% in Q2 2026.