NuAxiSemiconductor trade intelligence
AI boom lifts substrate maker Kinsus as prices and demand rise
What happened
Kinsus Interconnect Technology expects a sharp revenue lift and improved product mix due to strong demand from AI GPU/CPU/chip makers. New ABF substrate capacity is coming online to meet this demand. Bullish: Increased demand and capacity ramp signal tightening supply and potential price support for ABF substrates.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
ABF Substrate
Kinsus Interconnect Technology
capacity-expansiondemand-surgeAI
Source and time
Source: DigiTimes Asia · 3/23/2026 · View original source
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