StatementDog | AI & Tech Supply Chains(@statementdog):Eternal Precision, an equipment supplier to ABF substrate makers, now has delivery slots booked into 2031, according to Goldman Sachs. Some customers are even willing to pay a premium for earlier delivery. Most of those offers are coming from Chinese substrate makers. Even so, the company continues to prioritize larger, long-standing customers and those that have already secured ABF film supply. Eternal Precision plans to increase annual equipment capacity by 50% to 396 units by mid-2027. For substrate makers, who gets new capacity online first may increasingly come down to access to both equipment and materials.

StatementDog | AI & Tech Supply Chains@statementdog

2026.09.18 03:22

Eternal Precision, an equipment supplier to ABF substrate makers, now has delivery slots booked into 2031, according to Goldman Sachs. Some customers are even willing to pay a premium for earlier delivery. Most of those offers are coming from Chinese substrate makers. Even so, the company continues to prioritize larger, long-standing customers and those that have already secured ABF film supply. Eternal Precision plans to increase annual equipment capacity by 50% to 396 units by mid-2027. For substrate makers, who gets new capacity online first may increasingly come down to access to both equipment and materials.

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