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.

加入 June 2009

1.2K 正在关注 54.9K 粉丝

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#

显示更多