ABF Substrate Demand Tightens, Driving Up Prices Amid NVIDIA, Intel, AMD Next-Gen CPU Platform Launches
Demand for ABF substrates is intensifying as NVIDIA, Intel, and AMD accelerate the launch of their new-generation CPU platforms. This increased competition for critical packaging materials is causing price quotes for ABF substrates to rise.
So What
Critical advanced packaging substrate supply is tightening and becoming more expensive, impacting next-generation AI chip production for major vendors.