Chip Talk > Taiwan's ABF Substrate Boom: Opportunities Amidst AI Server Demand
Published April 25, 2025
The rapid rise in AI server demand has brought a significant turnaround for Taiwan's ABF substrate industry. Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB are experiencing robust growth, driven by the surge in tech applications needing advanced substrates.
This boom ends a slow period marked by inventory corrections, revealing the resilience and adaptability of Taiwan's chip manufacturing sector. Semiconductor IP professionals might find opportunities in this evolving market landscape, especially in areas like process optimization or materials innovation to support increasing AI computational needs.
Leverage these insights to understand the substrate segment dynamics discussed in-detail at Digitimes.
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