StatementDog | AI & Tech Supply Chains(@statementdog):That bottleneck is already showing up at Kinsus (3189 TT). T-glass shortages leave 10–15% of potential monthly revenue unfilled. It has secured material for a 25% high-end ABF capacity increase in 2027. Upstream, Fulltech says customers want low-CTE capacity doubled in 2H26.

StatementDog | AI & Tech Supply Chains

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Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.

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StatementDog | AI & Tech Supply Chains@statementdog

2026.08.27 06:15

That bottleneck is already showing up at Kinsus (3189 TT). T-glass shortages leave 10–15% of potential monthly revenue unfilled. It has secured material for a 25% high-end ABF capacity increase in 2027. Upstream, Fulltech says customers want low-CTE capacity doubled in 2H26.

Zephyr@zephyr_z9

2026.08.27 01:26

Btw, ABF substrates & PCB/CCL are the biggest constraints for 2027 Nvidia or Google can reduce HBM per GPU and DRAM per server to increase shipments, but they can't work around this