Unimicron, a leading maker of ABF substrates used in semiconductor assembly, said customers are rushing to sign long-term supply agreements (LTAs), mostly 5-years, but some 3 to 7 years, due to the high probability of an ABF substrate shortage next year, media report, adding prepayments will be used to build more capacity, which could rise 40% at Unimicron this year. The company estimates AI clients will account for 60% of revenue in its substrate business in 2026. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) #Unimicron

Source: Dan Nystedt