StatementDog | AI & Tech Supply Chains(@statementdog):Unimicron has provided more detail on its ABF expansion plans, including expected capacity growth, funding and material supply. The chip substrate maker expects ABF capacity to grow 30% to 40% in 2027, with customers helping fund the expansion. Customer prepayments received in 2026 already exceed the funds needed to build its Kuangfu 2 and Yangmei 2 plants. The plants are scheduled to start production in 2027 and 2028, respectively. Unimicron says the raw-material supply shortfall has narrowed from about 15% to below 10% as alternative suppliers began deliveries. But larger, more complex AI substrates require more material, so supply could remain tight.

StatementDog | AI & Tech Supply Chains@statementdog

2026.09.16 17:30

Unimicron has provided more detail on its ABF expansion plans, including expected capacity growth, funding and material supply. The chip substrate maker expects ABF capacity to grow 30% to 40% in 2027, with customers helping fund the expansion. Customer prepayments received in 2026 already exceed the funds needed to build its Kuangfu 2 and Yangmei 2 plants. The plants are scheduled to start production in 2027 and 2028, respectively. Unimicron says the raw-material supply shortfall has narrowed from about 15% to below 10% as alternative suppliers began deliveries. But larger, more complex AI substrates require more material, so supply could remain tight.