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The supply of ABF (ajinomoto build-up film) substrates has become tight, thanks to growing demand for server and high-performance computing applications, according to Digitimes.
Over the past several years, IC substrate suppliers were cautious about capacity expansion given the stagnant PC market, as well as a lack of breakthrough in server technology. However, the arrival of big data analytics has been stimulating demand for solutions, such as ABF substrates, needed for more complex IC designs.
Unimicron Technology has already seen its supply of ABF substrates fall short of demand, Digitimes reports. Unimicron's tight supply has prompted the substrate maker's major clients, such as AMD, to shift orders to other substrate suppliers including Nan Ya Printed Circuit Board (NPC) and Kinsus Interconnect Technology.