AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028

DIGITIMESAugust 5, 2026en

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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