DigiTimes称AI芯片需求锁定ABF载板产能至2028年并推动2029-2030年扩产规划

AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
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Flora Wang
, Taipei
Aug 5, 2026, 11:28
0
Credit: DIGITIMES
AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to begin planning additional expansion for 2029 and 2030.
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