AITom's Hardwareabout 1 hour ago
ABF Substrate Supply Crunch for AI Accelerators
15 min read
Ajinomoto build-up film (ABF) substrates, the insulating bases connecting silicon chips to circuit boards, face a supply crunch driven by exponential demand from AI training and inference in data centers. The shortage threatens production of high-end CPUs, GPUs, and AI accelerators that rely on these specialized components.
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