AI Server Shortage Looms: MSG Maker Ajinomoto Cites ABF
Rising prices for ABF substrates, critical for AI servers, are forcing price hikes from major manufacturers like Ajinomoto.
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Server Chip Substrate Price
【Industry Chips Weekly】20260504 IC Design and PCB Substrate
Industry Chips Weekly 20260504 : IC Design + PCB Substrate Lock-in vs Panel Display Bull Trap This week showed extreme "bipolar strength/weakness." EDGE data shows smart money concentrated on
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Ajinomoto to Hike ABF Film Prices by 30% Amid AI Supercycle;
Advertisements Driven by the relentless AI supercycle, the global advanced semiconductor packaging sector is grappling with a prolonged shortage of ABF substrates. Ajinomoto, the key
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Just a TLDR of recent semi developments: 1. $TSM pushing hard
"Taiwan''s thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is
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Server memory prices could double by 2026 as AI
Server memory prices could double by the end of 2026, driven by manufacturers'' pivot to AI-focused production and Nvidia''s shift to smartphone
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AI server growth lifts ABF market, while BT substrates
A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain. Industry
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Global Market Intelligence & Consulting | TrendForce
TrendForce offers hi-tech industry research reports, including market bulletins, industry analysis and price trends, helping businesses tackle global challenges
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AI Demand Pushes ABF Substrate Prices Higher, Extending Industry
The cost of advanced backside finless (ABF) substrates is set to climb sharply, with one major supplier announcing price increases of up to 30%. This shift reflects a deepening imbalance
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Mona Lisa Group Hits Third Limit-Up on Nvidia Ceramic Bet
Mona Lisa Group, a Shenzhen-listed Chinese building ceramics company, hit another one-day limit-up on May 12, giving the stock three straight limit-up sessions. The rally was not driven by a
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Ajinomoto Expected To Raise ABF Film Prices By 30% Amid
The latest estimates suggest standard ABF substrate prices will increase by around 5% to 10% in the second half of 2026, while spot prices have already surged by more than 30%.
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AI Chip Manufacturing Costs (2026) — H100 at $3,320 to GB200 at
H100 costs $3,320, B200 costs $6,400, GB200 costs $13,500. Full BOM breakdown: logic die, HBM memory, CoWoS packaging, and margins for 8 accelerators.
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Basket of 20 European stocks I like right now (and probably still will
Factory automation is already hereand maybe we''ll all have a humanoid bestie at some point in the future? 16. $SOI (Soitec) - their SOI & SmartSiC substrates are the enabling material for
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AI-Driven Chip Substrate Shortage Prompts Samsung Electro
Samsung Electro-Mechanics begins price hike talks with Big Tech customers as AI-driven FC-BGA substrate demand exceeds capacity by 50%, while doubling investment for MLCC and
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MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate
ABF substrates are the core component of next-generation AI servers, and heightened demand is going to see their prices bumped by up to 30%.
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Ajinomoto may raise ABF film prices as AI server demand tightens
Higher substrate and packaging costs can feed into the price of AI servers, GPUs, CPUs, networking gear, and eventually broader PC hardware. The AI supercycle is stretching the
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Semco raises ABF substrate prices as AI server demand surges
The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks in the
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ABF Substrates – Signs of a Mainstream Demand
The market for ABF substrates operates on two engines. On one side, high-volume PC demand accounts for the majority of ABF substrate consumption.
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Why RAM is expensive and memory is the real AI substrate
It''s the substrate of AI cognition. So next time someone asks why Nvidia gets all the AI glory — remind them: behind every GPU is a memory chip doing the real heavy lifting. P.S.
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Absolics: How Glass Substrates Are Powering the AI
Advanced semiconductor packages using glass substrates will enhance high-performance computing and broaden their end markets to include
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Gold and CCL Price Surge Squeezes Substrate
According to ZDNet, South Korea''s substrate makers are facing mounting pressure from sharp increases in raw material prices. Citing industry
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AI server PCB demand fuels fierce CCL material supply
As Nvidia''s next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development
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The AI Wave Spreads to Capacitors and Substrates, Triggering a
Last week, analysts at JPMorgan Chase & Co. raised their target prices for Murata and Taiyo Yuden, anticipating a prolonged tightness in supply-demand dynamics.
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Ibiden forecasts generative AI to triple IC substrate sales
The revenue contribution of generative AI in IC board sales is projected to exceed that of other areas (standard servers, PCs, etc.) in the near
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Suppliers optimistic about ABF substrate market in
Industry suppliers are generally optimistic about ABF substrate market prospects for 2024 and 2025, citing the recovery of the PC market, as well as
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$ASX KEY READ-THROUGHS FROM ASE TECHNOLOGY Q1 2026
Transmission mechanism: Taiwan remains the center of AI foundry, advanced packaging, substrate, test, and server assembly capacity. This strengthens the earnings outlook for TSMC, ASE,
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AI Server Build-up Substrate Industry Market Share and
Through Chiplet packaging technology, heterogeneous integration technology places individual chip designs from different processes and materials
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