---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000507864.md"
description: "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) #UnimicronSource: Dan Nystedt"
datetime: "2026-03-06T01:37:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000507864.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000507864.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000507864.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Unimicron, a leading maker of ABF substrates used …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**