Prices of ABF substrate used in AI chip packaging are on the rise in January as shipments for custom ASICs projects expand, media report. Unimicron, a primary substrate supplier to MAMA (Microsoft, Amazon, Meta, Alphabet), raised 2026 capex to NT$25.4 billion from NT$19.4B to meet orders of ABF substrate for ASICs (not GPUs), which are expected to double this year. $Microsoft(MSFT.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Alphabet(GOOGL.US) #semiconductors
Source: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
