AI chip developers are willing to do prepayments, capacity reservation fees, fund new production lines and ink long-term agreements with ABF substrate suppliers (you thought I was going to say DRAM), media report, with the key material, which helps reduce heat, in heavy demand for Nvidia’s Vera Rubin chips, Google TPUs, more. (ABF: Ajinomoto Build-up Film) $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) #Ibiden #ShinkoElectric #Unimicron #Kinsus #NanYaPCB #Ajinomoto
Source: Dan Nystedt
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