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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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.
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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
