Dan Nystedt(@dnystedt):The global IC substrate market will rise 32.3% year-on-year to US$19.51 billion in 2026 due to strong AI-related demand, media report, citing the Taiwan Printed Circuit Board Association. Last year, the market rose 18.5% to $14.75 billion, led by ABF substrates, vital for the GPUs inside AI servers, at $7.72 billion and BT substrates at $7.03 billion. #semiconductors #substrates

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

가입 June 2009

1.2K 팔로잉 중 54.9K 팬

Dan Nystedt@dnystedt

2026.09.12 07:46

The global IC substrate market will rise 32.3% year-on-year to US$19.51 billion in 2026 due to strong AI-related demand, media report, citing the Taiwan Printed Circuit Board Association. Last year, the market rose 18.5% to $14.75 billion, led by ABF substrates, vital for the GPUs inside AI servers, at $7.72 billion and BT substrates at $7.03 billion. #semiconductors# #substrates#