Damnang(@damnang2):These days, you can hardly read a semiconductor news story without hearing about substrate bottlenecks. Okay, so we get it. But do you know which substrates are we actually talking about? In this article, I’m gonna explain the types of substrates and what they do, then looks at why AI chips use more substrate, why substrate supply cannot be expanded quickly, and why larger substrates yield fewer good units. It then briefly covers where the supply chain is most blocked, which companies keep the profits, and who secures substrate supply. I am confident that once you have read it, you will be able to tell for yourself which companies each piece of substrate news favors.

2026.11.04 17:03

These days, you can hardly read a semiconductor news story without hearing about substrate bottlenecks. Okay, so we get it. But do you know which substrates are we actually talking about? In this article, I’m gonna explain the types of substrates and what they do, then looks at why AI chips use more substrate, why substrate supply cannot be expanded quickly, and why larger substrates yield fewer good units. It then briefly covers where the supply chain is most blocked, which companies keep the profits, and who secures substrate supply. I am confident that once you have read it, you will be able to tell for yourself which companies each piece of substrate news favors.