P Equity Research 📰(@pequityresearch):Morgan Stanley sees ABF substrate prices rising at least 25% in 2027, with supply shortages persisting through 2030. New capacity will not ramp until 2028-2030, limiting near-term supply relief.

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P Equity Research 📰@pequityresearch

2026.10.16 17:02

Morgan Stanley sees ABF substrate prices rising at least 25% in 2027, with supply shortages persisting through 2030. New capacity will not ramp until 2028-2030, limiting near-term supply relief.

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