Strong demand for ABF substrates for AI chips has Taiwan’s Unimicron looking for potential joint venture partners and planning to spend NT$15-NT$20 billion (US$500 to $680 million) per year over the next 2-3 years to expand capacity, media report, citing Unimicron’s chairman, who added sales will likely rise 8%-10% this year. ABF (Ajinomoto Build-up Film). $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US) #unimicron #semiconductors #semiconductor
Source: Dan Nystedt
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