ABF substrate supplier Kinsus Interconnect said order visibility now extends to 2029, media report, adding it finalized a 3-year capex plan at NT$23.5 billion (US$750M), including NT$8 billion this year, the majority for ABF substrate production, due to the strong AI trend. $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US) #Kinsus #Unimicron #NanYaPCB #Ibiden #ShinkoElectric #Ajinomoto
Source: Dan Nystedt
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